Blackwell GPUs are game-changers—but which under-the-radar semiconductor stocks could 10x if NVDA stumbles?

``` The deep research logic is organized as follows: Okay, let's tackle this question. The user is asking about under-the-radar semiconductor stocks that could 10x if NVIDIA (NVDA) stumbles, specifically focusing on Blackwell GPUs. First, I need to understand the context. Blackwell is NVIDIA's latest GPU architecture, which is a big deal in the AI space. The user is looking for alternative stocks that might benefit if NVDA faces setbacks. Looking at the references provided, there are a few key points. Reference 7 mentions three hidden semiconductor stocks that could follow NVIDIA's path. These include ACM Research (ACMR), Lasertec (LSRCY), and Tower Semiconductor (TSEM). ACMR is highlighted for its growth in the Chinese market and potential upside. Lasertec is a niche player in EUV lithography mask inspection, which is critical for semiconductor manufacturing. Tower Semiconductor has a strong balance sheet and operates in a growing market. Another reference, number 11, discusses under-the-radar semiconductor stocks that could gain if NVDA faces setbacks. The list includes Aehr Test Systems (AEHR.O), Atomera (ATOM.O), Tower Semiconductor (TSEM.O), and others. Aehr Test Systems has seen significant price changes, which might indicate market interest. Tower Semiconductor is mentioned again here, which reinforces its potential. Reference 17 lists semiconductor companies competing with NVIDIA in the AI GPU market, but it only includes NVIDIA itself. However, other references like 15 mention Rivos, a startup challenging NVIDIA, but it's not under-the-radar in the same way as the others. The user's profile shows interest in tech stocks, including NVDA, and a mix of technical and news-driven strategies. They might be looking for diversification within the semiconductor sector, especially in AI-related areas. The key here is to identify smaller companies that could benefit from NVIDIA's potential missteps, such as supply chain issues, regulatory hurdles, or competition. I should structure the answer by first highlighting the risks NVIDIA faces, then introduce the under-the-radar stocks with their specific advantages. Using tables to present the data would make it clear. Also, including a visualization for the query in reference 6, which lists Shutterstock as the only result, but that's not directly related to semiconductors. Wait, the user's question is about semiconductor stocks, so maybe the visualization isn't necessary here. Or perhaps the user included it by mistake. I'll focus on the relevant semiconductor stocks. I need to ensure each stock is explained with why it's a potential 10x candidate. For example, ACMR's growth in China, Lasertec's niche market dominance, and Tower Semiconductor's financial health. Also, mention any recent news or partnerships that could boost their prospects.