hero section gradient
15 handpicked stocks

Driving The Future: AI Chips & The Auto Revolution

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.

Author avatar

Han Tan | Market Analyst

Published on July 29

Your Basket's Financial Footprint

Aggregate market capitalisation data for the basket 'Driving The Future: AI Chips & The Auto Revolution' with breakdown by constituent market caps.

Key Takeaways for Investors:
  • Large-cap concentration generally implies more stability, lower volatility, and closer broad-market tracking than small-cap baskets.
  • Use as a core, long-term holding for diversified exposure, not as a short-term speculative position.
  • Expect steady, long-term value appreciation rather than explosive, short-term gains; returns vary and are not guaranteed.
Total Market Cap
  • TSLA: $1.47T

  • NVDA: $4.40T

  • ASML: $400.56B

  • Other

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

Why You'll Want to Watch These Stocks

🚗

The Future Is Self-Driving

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.

💰

Billion-Dollar Partnerships

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.

Supply Chain Gold Rush

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.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

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

Digital Trust Stocks | Cybersecurity Investment Opportunity

Digital Trust Stocks | Cybersecurity Investment Opportunity

Fifteen global tech giants, led by Microsoft and Ericsson, have formed an alliance to establish a common framework for digital trust and security. This move signals a growing demand for specialized cybersecurity and verification technologies, creating an investment opportunity in companies that provide the essential tools for a trusted digital ecosystem.

Food Safety Stocks: What's Next After Costco Lawsuit

Food Safety Stocks: What's Next After Costco Lawsuit

A recent lawsuit against Costco regarding salmonella in its rotisserie chicken has intensified focus on food safety across the grocery industry. This creates a potential investment opportunity in companies that provide testing, diagnostics, and supply chain verification services.

Founder-Controlled Stocks May Gain Focus in 2025

Founder-Controlled Stocks May Gain Focus in 2025

SpaceX is reportedly considering a dual-class share structure for its IPO to ensure founder Elon Musk retains control. This move could spark investor interest in other public companies where founders or insiders hold significant voting power through similar stock structures.

Frequently Asked Questions