Samsung has secured a $16.5 billion deal to supply AI chips for Tesla's next-generation autonomous vehicles. This highlights a growing trend of automakers investing heavily in specialized semiconductors, creating opportunities for companies throughout the chip manufacturing ecosystem.
Published on July 29
The $16.5 billion Samsung-Tesla deal proves autonomous vehicles are moving from concept to reality. Companies in this space are positioning themselves for a massive technological shift that could transform transportation forever.
When tech giants commit billions to multi-year contracts, it signals serious long-term growth potential. This landmark deal suggests the automotive AI chip market is just getting started, with huge opportunities ahead.
Every self-driving car needs specialized chips, sensors, and software. As automakers race to develop autonomous vehicles, the entire semiconductor ecosystem stands to benefit from this unprecedented demand surge.
The massive $16.5 billion Samsung-Tesla partnership signals a major shift in automotive technology. This deal highlights how self-driving cars need specialized AI chips, creating huge opportunities across the entire semiconductor supply chain from manufacturers to equipment makers.
This group spans the complete ecosystem supporting automotive AI innovation. It includes automakers investing in autonomous technology, chip designers and foundries, plus companies providing manufacturing equipment and materials. The theme captures both established leaders and emerging players in this high-growth space.
These companies were handpicked by professional analysts based on their strategic positions in the automotive AI revolution. Each plays a crucial role in the value chain, from Tesla's vehicle innovation to Samsung's manufacturing capabilities to suppliers of essential semiconductor tools and materials.
Aggregate market capitalisation data for the basket 'Driving The Future: AI Chips & The Auto Revolution' with breakdown by constituent market caps.
TSLA: $1.47T
NVDA: $4.40T
ASML: $400.56B
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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.
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:
+34.57%
On average, analysts expect assets in this group to grow 34.57% over the next year.
13 of 15 assets in this group are rated Buy by professional analysts.
