Semiconductor Sovereignty: America's Chip Bet
The U.S. government's acquisition of a stake in Intel signals a new era of public-private partnership to secure the domestic chip supply chain. This move could create opportunities for other semiconductor companies and their suppliers benefiting from national security-focused industrial policy.
About This Group of Stocks
Our Expert Thinking
The US government's direct equity investment in Intel represents a historic shift towards using public funds to secure the domestic semiconductor supply chain. This strategic move, part of the CHIPS and Science Act, creates a powerful catalyst for the entire American chip ecosystem, from designers to manufacturers to equipment providers.
What You Need to Know
This group includes companies across the semiconductor value chain positioned to benefit from government-backed industrial policy. The theme represents both a thematic and cyclical investment opportunity tied to national security priorities, potentially de-risking massive capital expenditures in the sector.
Why These Stocks
These companies were handpicked by professional analysts as key players integral to America's semiconductor sovereignty initiative. Each represents a different part of the value chain - from chip designers and advanced manufacturers to specialized equipment providers essential for building domestic fabrication plants.
Why You'll Want to Watch These Stocks
Government-Backed Momentum
The US government's historic $10 billion investment in Intel signals unprecedented support for domestic chip manufacturing. This creates a powerful tailwind for the entire semiconductor ecosystem.
National Security Priority
Semiconductor sovereignty is now a matter of national security, with government policy actively supporting domestic chip production. Companies in this space benefit from strategic importance and reduced geopolitical risk.
Supply Chain Revolution
The CHIPS Act represents a fundamental shift towards reshoring critical technology manufacturing. Early movers in this space could capture significant market share as domestic capacity expands.
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
Child Investment Plans Brazil Global Brands 2025
Brazilian families seeking long-term financial stability for the next generation may find opportunities in established international companies. This basket provides exposure through US and EU-listed stocks of globally recognized consumer, technology, and financial brands.
AI Robotics Stocks After SoftBank ABB Deal 2025
SoftBank is acquiring ABB's robotics division for $5.38 billion, a landmark deal that merges a global robotics leader with a visionary AI investor. This strategic acquisition is set to accelerate the integration of AI into industrial automation, creating growth opportunities for companies that supply the critical technologies powering the next generation of intelligent robots.
Brazilian Investors | Global REIT Income Strategies
Brazilian investors may seek overseas assets to secure stable income streams and hedge against domestic economic volatility. This basket provides exposure to a collection of US-listed Real Estate Investment Trusts (REITs) and established high-dividend stocks.
Frequently Asked Questions
Everything you need to know about the product and billing.