Recent U.S. government restrictions on AI chip exports to China are reshaping the semiconductor landscape for companies like Nvidia and AMD. This creates a potential opening for investment in semiconductor firms that are less exposed to the escalating U.S.-China tech rivalry.
Published on August 13
As companies diversify away from U.S.-China tensions, these international semiconductor players could see increased demand for their essential chips and manufacturing services.
These stocks offer exposure to the semiconductor boom whilst potentially avoiding the direct impact of escalating trade restrictions between superpowers.
From foundries to equipment makers, these companies provide the backbone technology that powers everything from smartphones to data centres, regardless of trade disputes.
Recent U.S. export controls on AI chips to China are reshaping the semiconductor landscape. This creates opportunities for companies less exposed to U.S.-China trade tensions, including international foundries, equipment makers, and specialised chip producers not targeted by the new restrictions.
This group focuses on semiconductor firms that may benefit from supply chain diversification as businesses seek alternatives. These companies operate in areas less affected by geopolitical friction, potentially seeing increased demand as the industry adapts to new trade realities.
These stocks were handpicked by professional analysts for their strategic positioning outside the direct U.S.-China chip dispute. They represent critical parts of the electronics supply chain that could see growth as companies de-risk their semiconductor sourcing strategies.
Interpretation of market cap breakdown for the 'Semiconductors Beyond The Sanctions' basket.
TSM: $1.23T
ASML: $400.56B
INTC: $178.03B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+7
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
12 of 17 assets in this group are rated Buy by professional analysts.
