Nvidia is partnering with Amkor Technology to bring more of its advanced chip packaging operations to the U.S. This move could boost domestic semiconductor companies involved in manufacturing, packaging, and testing.
Published on November 20
Nvidia's partnership signals a major shift towards domestic chip manufacturing. This could be the beginning of a multi-billion pound investment wave in U.S. semiconductor infrastructure.
Getting in early on this supply chain localisation trend could position you ahead of the curve. These companies are building the foundation for America's tech independence.
Professional analysts have identified these stocks as key beneficiaries of the domestic chip packaging boom. Amkor's stock already surged significantly on the partnership news.
Nvidia's partnership with Amkor Technology to expand U.S. chip packaging represents a strategic shift towards supply chain localisation. This move could reduce dependence on international manufacturing and strengthen America's technological sovereignty. We've identified companies across the semiconductor value chain positioned to benefit from this domestic investment wave.
This group spans the entire semiconductor ecosystem, from chip designers and foundries to specialised packaging and testing firms. The theme focuses on companies with U.S. operations or those supplying critical equipment and services to domestic facilities. These stocks represent different risk levels and market positions within the growing U.S. chip manufacturing landscape.
Each company was handpicked by professional analysts based on their strategic position in the U.S. semiconductor supply chain. From Nvidia driving the initiative to Amkor executing the packaging, and equipment suppliers enabling the technology, these stocks represent key players poised to benefit from increased domestic chip manufacturing investment and demand.
This basket's total market capitalisation is 6,591,666.9604, with a few very large-cap holdings anchoring most of the weight. That concentration likely reduces volatility but may limit short-term upside.
NVDA: $4.53T
AMKR: $7.77B
TSM: $1.16T
Get the full story on this Basket. Read our detailed article on its risks and potential.
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TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$433.22
Taiwan Semiconductor Manufacturing Company is building advanced semiconductor fabrication plants in the U.S., contributing to the domestic chip ecosys...
Taiwan Semiconductor Manufacturing Company is building advanced semiconductor fabrication plants in the U.S., contributing to the domestic chip ecosystem.
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On average, analysts expect assets in this group to grow 2.11% over the next year.
13 of 14 assets in this group are rated Buy by professional analysts.
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:
+2.11%
