This carefully selected group of stocks represents companies poised to benefit from Nvidia's new export-compliant AI chips for China. Our professional analysts have identified opportunities across the entire semiconductor ecosystem, from chip designers to equipment manufacturers, as China's vast tech sector regains access to advanced hardware.
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Published on July 15
Nvidia's breakthrough with export-compliant chips reopens a massive market that was previously cut off. These companies are first in line to benefit from this renewed revenue stream.
These stocks represent a unique opportunity where technology overcomes geopolitical barriers. They're creating a blueprint for navigating trade restrictions while maintaining access to China's enormous AI ambitions.
China's tech giants have been waiting for these chips to power their next wave of AI innovation. This pent-up demand could drive significant growth across the entire semiconductor value chain.
Nvidia's new export-compliant AI chips could reopen a massive market that was previously restricted. This creates opportunities throughout the global semiconductor supply chain, from chip designers to equipment makers, as companies find ways to navigate complex trade restrictions while maintaining access to China's vast tech sector.
This theme represents a timely, event-driven opportunity following Nvidia's announcement of its H20 AI chips for China. The curated stocks span the entire value chain, including chip designers, manufacturers, and infrastructure providers, offering exposure to multiple aspects of this renewed trade relationship.
These companies were selected for their direct involvement in either creating, manufacturing, or supporting the ecosystem for AI chips in China. From Nvidia itself to foundries like Taiwan Semiconductor and equipment makers like ASML, each plays a crucial role in this reopened revenue stream.
Summary and key takeaways for the provided market capitalisation breakdown.
NVDA: $4.40T
TSM: $1.23T
ASML: $400.56B
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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.
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NVIDIA CORP
NVDA
Current Price
$218.29
As the creator of the new compliant chips, Nvidia is the primary beneficiary, directly poised to recapture a significant revenue stream from the Chine...
As the creator of the new compliant chips, Nvidia is the primary beneficiary, directly poised to recapture a significant revenue stream from the Chinese market.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$433.24
As Nvidia's principal semiconductor foundry, Taiwan Semiconductor will see increased manufacturing orders to produce the new AI chips for the Chinese ...
As Nvidia's principal semiconductor foundry, Taiwan Semiconductor will see increased manufacturing orders to produce the new AI chips for the Chinese market.
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,698.30
This company holds a monopoly on the EUV lithography machines required to produce advanced semiconductors, and it will benefit from higher production ...
This company holds a monopoly on the EUV lithography machines required to produce advanced semiconductors, and it will benefit from higher production volumes at foundries like TSM.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+57.88%
On average, analysts expect assets in this group to grow 57.88% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
