AI's Foundry Foundation
This carefully curated group of stocks represents the essential companies building the hardware backbone of the AI revolution. Selected by professional analysts, these stocks include the critical semiconductor manufacturers, equipment suppliers, and design software firms that make advanced AI chips possible.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
About This Group of Stocks
Our Expert Thinking
TSMC's recent record 39% revenue growth signals a massive AI-driven semiconductor supercycle. We've identified the interconnected ecosystem of companies that form the foundation of AI hardware production - from foundries to equipment makers to specialized software firms. These companies represent essential chokepoints in the AI supply chain.
What You Need to Know
This group provides targeted exposure to the technological infrastructure powering AI development. It includes companies across the semiconductor manufacturing value chain that are experiencing heightened demand. The continued growth of AI applications directly depends on the capacity and capabilities of these foundational hardware providers.
Why These Stocks
Each company in this group plays a specific and critical role in advanced AI chip production. From the foundries creating the chips to the monopolistic suppliers of manufacturing equipment to the essential software firms designing complex blueprints - these companies were selected to capture the ripple effects of unprecedented 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:
+11.39%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 11.39% over the next year.
Stocks Rated Buy by Analysts
13 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The Hidden Heroes of AI
These aren't just the flashy AI names everyone talks about - these are the critical behind-the-scenes companies that make all AI possible. Without their specialized technologies, the AI revolution simply couldn't happen.
Riding TSMC's Record Wave
TSMC just reported a stunning 39% revenue surge driven by AI chip demand. This signals the start of a major semiconductor supercycle, and these companies are positioned to capture this momentum directly.
Critical Industry Chokepoints
Many of these companies hold near-monopoly positions in their specialized niches. From advanced lithography machines to chip design software, they control essential bottlenecks in the AI hardware supply chain.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
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