This carefully selected group of stocks represents companies positioned to benefit from China's massive push for AI leadership. Professional analysts have identified these tech innovators and semiconductor suppliers as key players in China's rapidly expanding AI ecosystem.
Published on July 14
China is pouring massive resources into becoming an AI superpower. These companies are providing the critical technology that makes this national ambition possible.
While geopolitical tensions grab attention, these companies continue to thrive by supplying the essential building blocks for China's technological advancement.
Few investment themes have such powerful government support. China's commitment to AI leadership means sustained, long-term investment flowing to these key technology providers.
China's determination to achieve AI leadership is creating a powerful investment opportunity. Despite export restrictions, the nation is channeling enormous resources into building a self-sufficient domestic AI industry, benefiting both Chinese tech champions and global semiconductor suppliers crucial to this technological leap.
This theme offers exposure to a government-backed growth story with long-term potential. The companies represent the critical infrastructure supporting China's AI development, from advanced chip manufacturing and design to server components and assembly services.
These companies were selected because they form the backbone of China's AI ambitions. They include world-leading semiconductor foundries, chip designers, and equipment makers that are indispensable to China's technological advancement, regardless of geopolitical tensions.
Concise summary of the basket's market capitalisation and investor takeaways.
TSM: $1.23T
ASML: $400.56B
SMCI: $32.58B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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+5
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$412.85
As the world's leading semiconductor foundry, TSMC is a primary manufacturer of advanced AI chips for both Nvidia and a growing number of Chinese tech...
As the world's leading semiconductor foundry, TSMC is a primary manufacturer of advanced AI chips for both Nvidia and a growing number of Chinese technology firms.
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,758.36
Holding a monopoly on EUV lithography machines, ASML is an indispensable supplier to foundries like TSMC that produce the cutting-edge chips required ...
Holding a monopoly on EUV lithography machines, ASML is an indispensable supplier to foundries like TSMC that produce the cutting-edge chips required for China's AI ambitions.
SUPER MICRO COMPUTER INC
SMCI
Current Price
$36.92
A key provider of high-performance servers and storage systems, which are the fundamental building blocks for the data centers powering China's AI dev...
A key provider of high-performance servers and storage systems, which are the fundamental building blocks for the data centers powering China's AI development.
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12 of 15 assets in this group are rated Buy by professional analysts.
