America's Chip Sovereignty
The U.S. government has acquired a 10% stake in Intel, signaling a strategic investment to bolster domestic chip manufacturing. This move creates an opportunity for other American semiconductor firms and suppliers that stand to gain from increased government support for the industry.
Your Basket's Financial Footprint
Market capitalisation breakdown for the 'America's Chip Sovereignty' basket and concise investor takeaways.
- Large-cap dominance generally implies lower volatility and closer correlation with broad market performance, reducing idiosyncratic risk.
- Use as a core holding for diversified portfolios rather than a tactical, high-risk growth sleeve.
- Expect steady, long-term appreciation rather than explosive short-term gains; growth likely moderate and gradual.
INTC: $178.03B
TSM: $1.23T
ASML: $400.56B
- Other
About This Group of Stocks
Our Expert Thinking
The US government's strategic investment in Intel signals a pivotal shift towards securing America's technology supply chain. This direct capital infusion represents a broader industrial policy to reduce reliance on foreign chip production and enhance national security through domestic semiconductor manufacturing.
What You Need to Know
This group includes companies across the entire semiconductor value chain - from chip designers and manufacturers to equipment suppliers. The government's backing may reduce investment risks in the sector and could signal further support for other critical firms in America's chip ecosystem.
Why These Stocks
These companies were handpicked by professional analysts as key US and allied players positioned to benefit from the onshoring trend. They represent integral parts of the semiconductor ecosystem that stand to gain from increased government support and strategic investment in domestic chip manufacturing.
Why You'll Want to Watch These Stocks
Government-Backed Momentum
With the US government directly investing in Intel, this sector now has unprecedented strategic support. This backing could signal more investment and policy support for American semiconductor companies.
National Security Priority
Semiconductors are now recognised as critical to national security, making this industry a top government priority. Companies in this space could benefit from long-term policy support and funding.
Onshoring Opportunity
The push to bring chip manufacturing back to America creates massive opportunities for domestic players. These companies are positioned at the centre of a multi-billion pound industrial transformation.
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
Defense Modernization (Industrial & Logistics) Stocks
An executive order has halted dividends and buybacks for defense contractors, forcing them to prioritize production efficiency over shareholder returns. This creates an opportunity for industrial firms that provide the automation, technology, and logistics necessary to modernize the defense manufacturing base.
JPMorgan Apple Card Takeover Overview
JPMorgan Chase is taking over the Apple Card from Goldman Sachs, a major shift in high-profile banking partnerships. This move creates opportunities for established financial giants and payment infrastructure companies that can support large-scale, tech-driven consumer credit programs.
Heavy Crude Opportunity Overview: Venezuela
U.S. oil companies are cautiously evaluating investments in Venezuela, pending government assurances and stable conditions. This creates a potential opportunity for energy firms and refineries positioned to benefit from the eventual resurgence of the nation's oil sector.