Nvidia's China Pivot: Resuming AI Chip Sales
This carefully selected group of stocks represents companies at the center of Nvidia's strategic move to sell compliant AI chips in China. Handpicked by our analysts, these investments span from Nvidia itself to its critical suppliers and Chinese tech companies that will gain access to these specialized GPUs.
Your Basket's Financial Footprint
Market capitalisation breakdown for a semiconductor/AI-themed basket focused on resumed AI chip sales to China.
- Large-cap dominance generally means lower volatility and closer tracking to broad-market performance.
- Consider as a core holding: suitable for a portfolio's foundation, not for speculative short-term trades.
- Expect steady long-term value rather than explosive short-term gains.
NVDA: $4.40T
TSM: $1.23T
ASML: $400.56B
- Other
About This Group of Stocks
Our Expert Thinking
Nvidia's development of modified AI chips for China demonstrates remarkable adaptation to geopolitical challenges. This move allows the company to maintain its crucial Chinese market share while complying with U.S. export controls, creating valuable opportunities across the AI supply chain.
What You Need to Know
This stock group offers exposure to the entire semiconductor ecosystem affected by Nvidia's China strategy. It includes the core chip designer, critical foundries and equipment makers, memory suppliers, and Chinese tech companies that will leverage these specialized GPUs.
Why These Stocks
These companies were selected to provide tactical, event-driven exposure to a significant development in the global AI industry. Each represents a key link in the semiconductor value chain that stands to benefit from Nvidia's strategic pivot to maintain access to the Chinese market.
Why You'll Want to Watch These Stocks
Geopolitical Navigation Masters
These companies are showing remarkable ability to adapt to complex trade restrictions while maintaining growth. Their strategic flexibility could translate to stronger market positions as global tech tensions continue.
The Complete AI Supply Chain
This unique collection gives you exposure to the entire ecosystem around Nvidia's China strategy, from chip design to manufacturing to end users. It's the complete picture of a pivotal industry development.
China's AI Renaissance
With renewed access to specialized Nvidia chips, China's massive AI market is poised for accelerated development. These companies are positioned at the critical intersection of Western technology and Eastern implementation.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
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
Asset Manager M&A Opportunities Explained
Nuveen's landmark acquisition of Schroders for nearly $14 billion signals a major consolidation wave in the asset management industry. This theme identifies other companies, including potential acquirers and M&A advisors, that stand to benefit from this trend.
Coffee Chain Growth Suppliers Portfolio 2025
Dutch Bros reported stellar Q4 earnings and accelerated its nationwide expansion, causing its stock to surge and outperform the broader food service industry. This growth trajectory creates a compelling investment case for the ecosystem of suppliers and service providers that enable the success of rapidly growing coffee chains.
Founder Control Stocks (Superior Voting Rights)
SpaceX is considering a dual-class share structure, a move that allows founders to retain control post-IPO. This strategy highlights an investment opportunity in public companies where strong founder leadership and long-term vision are protected by similar ownership structures.