On the day RTX Spark was unveiled, the market had already cast its vote on this chain: foundry sole-winner $Taiwan Semiconductor Manufacturing(TSM)$ +4.1% closing at $436, memory leader $Micron Technology(MU)$ +6.6% closing at $1035; meanwhile $Qualcomm(QCOM)$, which had hoped to ride the Arm PC dividend with its own chips, got its rice bowl snatched away by Nvidia instead, down -8.8% in a single day closing at $229. One chip reshuffled the entire PC supply chain. What exactly is RTX Spark? Jointly developed by Nvidia and MediaTek, exclusively fabbed by TSMC on 3N: a 20-core CPU + 6144-core Blackwell GPU, the two shari