US Semiconductor Theme (Tariff Opportunity) Gains Focus
The Trump administration has announced significant tariffs on semiconductor imports to encourage domestic production. This policy shift creates a potential tailwind for U.S.-based chip manufacturers and companies within the domestic supply chain.
About This Group of Stocks
Our Expert Thinking
The Trump administration's significant tariffs on semiconductor imports represent a major shift towards domestic production. This protectionist policy creates a potential competitive advantage for US-based chip manufacturers by reducing foreign competition and encouraging investment in American facilities.
What You Need to Know
This group focuses on companies across the entire domestic semiconductor value chain - from chip manufacturers to equipment and materials suppliers. These businesses are positioned to benefit from policy changes that incentivise onshoring and reduce reliance on foreign supply chains.
Why These Stocks
These stocks were handpicked by professional analysts to represent key players in the US semiconductor ecosystem who stand to gain from the new trade dynamics. Each company has been selected for its potential to capitalise on the shift towards domestic chip production.
Why You'll Want to Watch These Stocks
Manufacturing Renaissance
The push for domestic chip production could spark a new era of American manufacturing investment. These companies are positioned at the heart of this potential industrial revival.
Policy Protection Advantage
New tariffs create a protective barrier that could shield these domestic players from foreign competition whilst encouraging fresh capital investment in US facilities.
Supply Chain Disruption Opportunity
As global tech supply chains face disruption, companies with strong domestic operations may gain significant competitive advantages and pricing power.
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
Ozempic Price Pressure | Pharma Investment Shift
A recent announcement of plans to slash prices for major weight-loss drugs has created turmoil for market leaders Novo Nordisk and Eli Lilly. This theme explores the investment opportunities that arise for competing pharmaceutical companies and developers of alternative treatments who may benefit from this market disruption.
Boeing Production Boost: What's Next for Suppliers?
Following FAA approval for a production increase, Boeing is set to ramp up its 737 Max output. This creates a potential investment opportunity in the aerospace supply chain companies that are critical to supporting this manufacturing expansion.
Beauty M&A Stocks (L'Oréal-Kering Deal Impact)
L'Oréal's $4.66 billion acquisition of Kering's beauty division, including the House of Creed, signals a major consolidation trend in the luxury cosmetics market. This deal could spark further M&A activity, creating opportunities for other established beauty companies and niche brands that may become acquisition targets.
Frequently Asked Questions
Everything you need to know about the product and billing.