• 5 min read
• Published on 17 October 2026
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
Published on 17 October 2026
Read article
Published on 17 October 2026
Read article
Published on 17 October 2026
Read article
Published on 16 October 2026
Read article
The Machine Monopoly. Modern artificial intelligence cannot exist without complex fabrication tools, and surging ASML AI chip demand proves that equipment makers hold all the cards.
Backing The Source. Capital is quietly rotating towards semiconductor supply chain stocks, tracking massive backlog spikes in the ASML order book as foundries expand capacity.
Spreading The Field. Unprecedented EUV lithography demand allows investors to target foundational infrastructure rather than single designers, using fractional shares from small amounts to pursue diversification.
The Cyclical Chill. Chip manufacturing remains deeply vulnerable to historic boom-and-bust cycles, meaning any sudden slowdown in data centre spend could quickly squeeze supplier backlogs.
I find it mildly amusing how investors fall over themselves chasing whatever shiny bauble Silicon Valley waves in their faces. Yesterday it was the metaverse. Today, it is artificial intelligence. Yet if you look past the breathless corporate slide decks, you discover that this digital revolution relies on an astonishingly narrow, fragile bottleneck.
To build an AI model, you need high-end silicon. And to get that silicon, you must bend the knee to a tiny clutch of Dutch engineers and Taiwanese foundry managers.
Consider ASML. Based quietly in Veldhoven, they build extreme ultraviolet lithography machines. Think of them as colossal, hyper-delicate printing presses that blast laser beams into molten tin droplets fifty thousand times a second, just to carve billions of transistors onto a sliver of rock.
Without them, the modern AI dream simply stalls.
Then you have TSMC, the Taiwanese foundry heavyweight that recently posted a 58% leap in first-quarter profit. They do not bother designing consumer chips. They simply manufacture them with terrifying precision. When TSMC mints cash like that, it signals that the appetite for pure computational power is not merely a transient fever. It looks like genuine, industrial-scale infrastructure spending.
Even Intel is emptying its pockets, pouring eye-watering billions into sprawling new factories to claw its way back into the foundry race. It is a costly, bruising endeavour. Whether western taxpayers and customers will reward them remains an open question.
The supply chain does not care about your favourite software app.
This is why many shrewd observers look past single-stock wonders. Instead, they keep a watchful eye on AI Chip Stocks (Semiconductor Supply Chain Plays), because when orders surge at the top, the cash cascades directly down into the tooling shops.
Before you remortgage the cottage to chase this semiconductor wave, let us introduce some much-needed British cynicism.
Silicon is an ossified, notoriously cyclical beast. Today’s supply shortage has a habit of becoming tomorrow’s catastrophic warehouse glut. When the enthusiasm cools, those multi-year machinery orders can be cancelled with brutal speed. Add the delicate matter of geopolitical tension across the Taiwan Strait, and the whole edifice looks distinctly precarious.
These shares might well continue their march, but they are not an escalator to effortless riches. In this game, timing the turn of the cycle is everything.
View the full Basket:AI Chip Stocks (Semiconductor Supply Chain Plays)
View the full Basket:AI Chip Stocks (Semiconductor Supply Chain Plays)
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
Published on 17 October 2026
Read article
Published on 17 October 2026
Read article
Published on 17 October 2026
Read article
Published on 16 October 2026
Read article