This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.
Published on July 15
With Nvidia's H20 chip sales to China now approved, a multi-billion dollar market has suddenly become accessible again. This policy reversal creates immediate opportunities across the entire AI chip supply chain.
China represents one of the world's largest markets for AI hardware. Companies in this group are strategically positioned to capitalize on the renewed flow of advanced technology to this massive customer base.
This U.S. government reversal signals a potential thaw in tech trade relations. As geopolitical tensions ease in the semiconductor space, these companies could see reduced risk and improved growth prospects.
The U.S. policy shift allowing Nvidia to sell H20 AI chips to China reopens a multi-billion dollar market. This change reduces geopolitical risk for the semiconductor industry and creates opportunities throughout the AI hardware ecosystem—from chip designers to manufacturers and equipment suppliers.
This collection spans the entire semiconductor value chain, including industry leaders in chip design, fabrication facilities that manufacture them, and equipment suppliers providing essential production machinery. These companies are strategically positioned to capitalize on China's renewed access to critical AI hardware.
These companies were handpicked by our investment professionals based on their direct involvement in the AI chip supply chain. They include Nvidia itself, which directly benefits from resumed sales, along with foundries, equipment manufacturers, and data center providers that support the AI hardware ecosystem.
Structured market capitalisation data for the 'China's AI Chip Access' basket and investor key takeaways.
NVDA: $4.40T
TSM: $1.23T
ASML: $400.56B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
NVIDIA CORP
NVDA
Current Price
$219.59
As the direct beneficiary, the company's resumption of H20 AI chip sales to China immediately reopens a significant, multi-billion dollar market. This...
As the direct beneficiary, the company's resumption of H20 AI chip sales to China immediately reopens a significant, multi-billion dollar market. This move could lead to a substantial revenue uplift and signals a potential easing of trade restrictions that have previously hampered its growth in the region.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$412.85
As the world's largest semiconductor foundry, the company is a primary manufacturing partner for leading AI chip designers. Increased chip demand from...
As the world's largest semiconductor foundry, the company is a primary manufacturing partner for leading AI chip designers. Increased chip demand from China could translate directly to higher wafer orders and improved capacity utilization for its advanced manufacturing nodes.
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,758.36
This company provides the essential photolithography systems required to manufacture advanced semiconductors. A broad-based increase in AI chip produc...
This company provides the essential photolithography systems required to manufacture advanced semiconductors. A broad-based increase in AI chip production to meet renewed Chinese demand would likely drive orders for its high-end equipment from foundries.
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14 of 17 assets in this group are rated Buy by professional analysts.
