AI's Expanding Frontier: The Chip Supply Chain
Advanced Micro Devices (AMD) issued a strong revenue forecast, signaling intense demand for its AI chips. This surge creates a significant opportunity for the specialized companies that form the backbone of the semiconductor supply chain.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
AMD's strong revenue forecast confirms a massive, industry-wide investment cycle in AI infrastructure that extends beyond just one market leader. This creates a powerful ripple effect throughout the semiconductor value chain, presenting clear opportunities for the upstream companies that make AI chip production possible.
What You Need to Know
This group focuses on the critical companies that form the backbone of semiconductor manufacturing - from foundries that fabricate silicon wafers to specialised equipment manufacturers and software firms. These are the essential enablers that make the AI hardware revolution possible.
Why These Stocks
These companies were handpicked by professional analysts to capture the long-term, cyclical build-out of next-generation computing capabilities. They represent key players across the entire semiconductor supply chain, positioned to benefit from surging AI chip demand.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+33.69%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 33.69% over the next year.
Stocks Rated Buy by Analysts
13 of 17 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
AI Infrastructure Boom
AMD's strong forecast confirms we're in the early stages of a massive AI infrastructure build-out. The companies that make this possible are positioned for significant growth as demand accelerates.
Supply Chain Advantage
When chip demand surges, the upstream suppliers often see the biggest gains. These are the foundries, equipment makers, and software firms that enable every AI chip to exist.
Beyond the Headlines
While everyone focuses on the big chip names, smart investors are looking at the entire ecosystem. These carefully selected companies form the backbone of the semiconductor revolution.
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.
Unlock all the stocks in this group on Nemo
Sign up free to view all stocks in this group and never miss out on another investment opportunity with Nemo.
Sign up in 60 seconds
Zero commission trading
SIPC-protected up to $500,000
Backed by Exinity Group
6% AER interest on uninvested cash, paid out daily
AI investment insights
Discover More Opportunities
Liability Shift: Investing In Automotive Safety
A landmark verdict holding Tesla liable in a fatal Autopilot crash has shifted the focus of the automotive industry to safety and legal risk. This pivot creates an opportunity for companies providing the advanced sensors, monitoring systems, and software crucial for validating vehicle safety and mitigating manufacturer liability.
Brazil's Offshore Oil Renaissance
BP's massive oil discovery in Brazil's Santos Basin has renewed excitement in the region's energy potential. This theme focuses on companies, including competitor Equinor, that are positioned to benefit from the increased investment and upcoming auctions in one of the world's most promising offshore oil frontiers.
America's Chip Moat: Navigating Export Controls
The recent arrest of two individuals for illegally exporting high-end Nvidia AI chips to China highlights the U.S. government's crackdown on technology transfers. This intensified enforcement of export controls could benefit U.S.-based semiconductor companies and those involved in securing the domestic supply chain.
Frequently Asked Questions
Everything you need to know about the product and billing.