This carefully selected group of stocks represents companies positioned to benefit from Intel's potential retreat from advanced chipmaking for external customers. Professional analysts have identified these opportunities as Intel's pivot reinforces TSMC's dominance and reshapes the semiconductor landscape.
Published on July 3
Intel's potential retreat from the advanced foundry race is reshaping the entire semiconductor landscape. These companies are positioned on the right side of this significant industry shift.
TSMC's dominance as the world's premier chip manufacturer is being further reinforced. This group lets you invest across its ecosystem, from the champion itself to its most valuable suppliers and customers.
Advanced chip manufacturing is essential to everything from AI to smartphones. These companies represent varied exposure to one of the most strategic and valuable technology sectors in the global economy.
Intel's potential pivot away from its 18A chip process signals a major shift in the semiconductor industry. This change reinforces TSMC's market leadership and creates opportunities for companies within its ecosystem, from equipment suppliers to fabless chip designers relying on stable manufacturing.
This group focuses on companies that could directly benefit from Intel's strategic reconsideration. The investment opportunity stems from market concentration around the established foundry leader TSMC, potentially leading to increased market share, stronger supply chains, and growing business for key vendors.
These companies were selected because they represent different ways to capture value from this industry shift. The portfolio includes the dominant foundry itself, critical equipment suppliers, alternative manufacturing partners, and fabless designers whose business models are strengthened by a more predictable manufacturing landscape.
Market capitalisation breakdown for a basket themed around companies benefiting from Intel's foundry strategy shift.
TSM: $1.23T
ASML: $400.56B
LRCX: $182.63B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+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.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$412.85
As the primary competitor, TSMC directly benefits from Intel's foundry struggles, reinforcing its market leadership and attracting customers seeking m...
As the primary competitor, TSMC directly benefits from Intel's foundry struggles, reinforcing its market leadership and attracting customers seeking manufacturing certainty.
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,758.36
As the exclusive provider of essential EUV lithography machines, its success is tightly linked to its largest customer, TSMC, whose dominance is stren...
As the exclusive provider of essential EUV lithography machines, its success is tightly linked to its largest customer, TSMC, whose dominance is strengthened by Intel's challenges.
LAM RESEARCH CORP
LRCX
Current Price
$307.23
A key supplier of wafer fabrication equipment, Lam Research's growth is tied to the capital expenditure of market leaders like TSMC, who are gaining f...
A key supplier of wafer fabrication equipment, Lam Research's growth is tied to the capital expenditure of market leaders like TSMC, who are gaining from Intel's pivot.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
13 of 15 assets in this group are rated Buy by professional analysts.
