AI Chip Coalition (Pax Silica) Grows to Nine Nations
Qatar and the UAE have joined a U.S.-led alliance to secure the technology supply chain, strengthening the bloc against competitors like China. This creates an investment opportunity in companies within member nations that are critical to the semiconductor and AI industries.
Your Basket's Financial Footprint
The basket's total market capitalisation is $6.77T. A small number of very large-cap stocks dominate the weighting, anchoring the basket's overall profile.
- Large-cap dominance generally implies lower volatility and closer tracking to broad market moves, supporting stability over speculative returns.
- Suitable as a core long-term holding within a diversified portfolio rather than a speculative, short-term trade.
- Likely to provide steady, long-term appreciation rather than rapid, short-term gains.
NVDA: $4.49T
QCOM: $190.04B
ASML: $489.43B
- Other
About This Group of Stocks
Our Expert Thinking
Qatar and the UAE's entry into the U.S.-led 'Pax Silica' initiative creates a powerful nine-nation technology bloc focused on securing semiconductor and AI supply chains. This strategic alliance prioritises collaboration over competition, potentially reducing geopolitical risks whilst strengthening the entire tech ecosystem from raw materials to advanced chip manufacturing.
What You Need to Know
This group represents companies across the complete semiconductor value chain - from essential equipment suppliers like ASML to major foundries like Taiwan Semiconductor. These firms operate within the allied nations and stand to benefit from enhanced cooperation, prioritised government investment, and increased market insulation from external disruptions.
Why These Stocks
Each company was handpicked by professional analysts for their critical role in this newly reinforced tech ecosystem. From NVIDIA's AI dominance to Qualcomm's wireless technologies, these stocks represent key players positioned to benefit from the alliance's strategic focus on technological leadership and supply chain resilience.
Why You'll Want to Watch These Stocks
Strategic Protection
These companies operate within a fortified tech alliance designed to reduce geopolitical risks and secure critical supply chains. This protection could translate into more stable business environments and reduced volatility.
Government-Backed Growth
The nine-nation alliance brings prioritised government investment and enhanced cooperation opportunities. Companies in this group may benefit from increased funding and collaborative projects that drive innovation.
Future-Critical Technologies
From AI processors to quantum computing, these firms are at the heart of technologies that will define the next decade. Being part of the secured supply chain positions them for long-term technological leadership.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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