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17 handpicked stocks

Semiconductor Surge: Capitalizing on Strategic Chip Investments

SoftBank's $2 billion investment in Intel provides a major boost to the U.S. semiconductor giant as it restructures its operations. This strategic deal highlights a broader opportunity in companies that support domestic chip manufacturing and the advanced technology supply chain.

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Han Tan | Market Analyst

Updated today | Published at August 19

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

INTC

Intel Corporation

INTC

Current price

$23.66

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$241.41

ASML

ASML Holding NV

ASML

Current price

$747.55

About This Group of Stocks

1

Our Expert Thinking

SoftBank's $2 billion investment in Intel signals renewed confidence in domestic semiconductor manufacturing. This strategic move could create positive ripple effects throughout the entire chip supply chain, from equipment makers to materials suppliers, as the focus shifts towards strengthening U.S. technological innovation and reducing global dependencies.

2

What You Need to Know

This group includes companies across the semiconductor value chain - from chip foundries and manufacturers to the specialised equipment and materials suppliers that enable complex production processes. These stocks offer cyclical exposure to the growing investment in domestic chip manufacturing amid shifting global trade dynamics.

3

Why These Stocks

Each company in this group plays an essential role in the semiconductor ecosystem that's gaining strategic importance. These stocks were handpicked by professional analysts based on their positioning to benefit from increased investment and focus on domestic manufacturing capabilities and technological advancement.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+20.69%

Group Performance Snapshot

20.69%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 20.69% over the next year.

14 of 17

Stocks Rated Buy by Analysts

14 of 17 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Major Investment Momentum

SoftBank's $2 billion investment signals serious confidence in the semiconductor sector. This kind of strategic backing often creates positive momentum across the entire supply chain.

🔧

Essential Infrastructure Play

These companies provide the critical tools, materials, and manufacturing capabilities that power our digital world. As demand for chips grows, so does the need for their expertise.

🌟

Professionally Curated Selection

Each stock was handpicked by analysts who understand the semiconductor ecosystem. You're getting access to companies positioned at the heart of technological innovation.

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