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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.

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Han Tan | Market Analyst

Updated today | Published at Aug 6

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

INTC

Intel Corporation

INTC

Current price

$20.19

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$232.47

ASML

ASML Holding NV

ASML

Current price

$689.63

About This Group of Stocks

1

Our Expert Thinking

Recent enforcement actions against illegal chip exports to China signal a major shift in U.S. technology policy. Stricter export controls could redirect demand and investment towards domestic semiconductor companies, creating opportunities for firms that form the backbone of America's chip ecosystem.

2

What You Need to Know

This group focuses on U.S.-based semiconductor companies including chip designers, manufacturers, and equipment suppliers. These firms are positioned to benefit from government initiatives aimed at strengthening domestic production capabilities and reducing reliance on foreign supply chains.

3

Why These Stocks

Each company was handpicked by professional analysts for their strategic role in the U.S. semiconductor supply chain. They represent key players positioned to benefit from the onshoring of chip production and increased government support for domestic technology leadership.

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:

$1,000.00

+27.33%

Group Performance Snapshot

27.33%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 27.33% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

National Security Priority

These companies are at the heart of America's technology independence strategy. Government support and policy changes could drive significant growth opportunities.

🏭

Onshoring Momentum Building

The push to bring chip production back to America is creating massive investment opportunities. These firms are positioned to capture this historic shift in manufacturing.

Export Control Advantage

Stricter controls on technology exports could redirect billions in demand towards these domestic players. Recent enforcement actions show this trend is accelerating.

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