China's AI Chip Access
This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.
Your Basket's Financial Footprint
Structured market capitalisation data for the 'China's AI Chip Access' basket and investor key takeaways.
- Large-cap concentration tends to reduce volatility, offering more stability and closer tracking to broad market moves.
- Suitable as a core holding for diversified portfolios, not as a speculative, high-growth position.
- Expect steady, long-term value rather than rapid, short-term gains; growth tends to be gradual.
NVDA: $4.40T
TSM: $1.23T
ASML: $400.56B
- Other
About This Group of Stocks
Our Expert Thinking
The U.S. policy shift allowing Nvidia to sell H20 AI chips to China reopens a multi-billion dollar market. This change reduces geopolitical risk for the semiconductor industry and creates opportunities throughout the AI hardware ecosystem—from chip designers to manufacturers and equipment suppliers.
What You Need to Know
This collection spans the entire semiconductor value chain, including industry leaders in chip design, fabrication facilities that manufacture them, and equipment suppliers providing essential production machinery. These companies are strategically positioned to capitalize on China's renewed access to critical AI hardware.
Why These Stocks
These companies were handpicked by our investment professionals based on their direct involvement in the AI chip supply chain. They include Nvidia itself, which directly benefits from resumed sales, along with foundries, equipment manufacturers, and data center providers that support the AI hardware ecosystem.
Why You'll Want to Watch These Stocks
China's Market Just Reopened
With Nvidia's H20 chip sales to China now approved, a multi-billion dollar market has suddenly become accessible again. This policy reversal creates immediate opportunities across the entire AI chip supply chain.
Riding the Global AI Wave
China represents one of the world's largest markets for AI hardware. Companies in this group are strategically positioned to capitalize on the renewed flow of advanced technology to this massive customer base.
A Policy Shift That Matters
This U.S. government reversal signals a potential thaw in tech trade relations. As geopolitical tensions ease in the semiconductor space, these companies could see reduced risk and improved growth prospects.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Retail Showdown: Amazon vs Big-Box Giants 2025
Amazon is launching its largest physical store yet, directly challenging established big-box retailers like Walmart and Target. This strategic pivot could boost companies that support physical retail, including shopping center REITs and providers of in-store technology, as the competition for brick-and-mortar shoppers intensifies.
Modern Grocery Stocks | Berkshire Exits Kraft Heinz
Berkshire Hathaway's plan to sell its major stake in Kraft Heinz signals a larger market trend against legacy packaged foods. This creates an investment opportunity in companies better aligned with modern consumer demands for healthier and private-label options.
Digital Ad Disruption | Meta FTC Legal Challenge
The Federal Trade Commission is appealing a ruling in its antitrust case against Meta, reigniting a legal battle over the company's social media dominance. This legal challenge could disrupt the digital advertising landscape, creating potential growth opportunities for Meta's competitors.