China's AI Ambitions
This carefully selected group of stocks represents companies positioned to benefit from China's massive push for AI leadership. Professional analysts have identified these tech innovators and semiconductor suppliers as key players in China's rapidly expanding AI ecosystem.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Taiwan Semiconductor Manufacturing Co.
TSM
Current price
$232.70
As the world's leading semiconductor foundry, TSMC is a primary manufacturer of advanced AI chips for both Nvidia and a growing number of Chinese tech...
As the world's leading semiconductor foundry, TSMC is a primary manufacturer of advanced AI chips for both Nvidia and a growing number of Chinese technology firms.
ASML Holding NV
ASML
Current price
$743.61
Holding a monopoly on EUV lithography machines, ASML is an indispensable supplier to foundries like TSMC that produce the cutting-edge chips required ...
Holding a monopoly on EUV lithography machines, ASML is an indispensable supplier to foundries like TSMC that produce the cutting-edge chips required for China's AI ambitions.
Super Micro Computer, Inc.
SMCI
Current price
$43.24
A key provider of high-performance servers and storage systems, which are the fundamental building blocks for the data centers powering China's AI dev...
A key provider of high-performance servers and storage systems, which are the fundamental building blocks for the data centers powering China's AI development.
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About This Group of Stocks
Our Expert Thinking
China's determination to achieve AI leadership is creating a powerful investment opportunity. Despite export restrictions, the nation is channeling enormous resources into building a self-sufficient domestic AI industry, benefiting both Chinese tech champions and global semiconductor suppliers crucial to this technological leap.
What You Need to Know
This theme offers exposure to a government-backed growth story with long-term potential. The companies represent the critical infrastructure supporting China's AI development, from advanced chip manufacturing and design to server components and assembly services.
Why These Stocks
These companies were selected because they form the backbone of China's AI ambitions. They include world-leading semiconductor foundries, chip designers, and equipment makers that are indispensable to China's technological advancement, regardless of geopolitical tensions.
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:
+21.19%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 21.19% over the next year.
Stocks Rated Buy by Analysts
13 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
A Mega-Trend Taking Shape
China is pouring massive resources into becoming an AI superpower. These companies are providing the critical technology that makes this national ambition possible.
Beyond the Headlines
While geopolitical tensions grab attention, these companies continue to thrive by supplying the essential building blocks for China's technological advancement.
Government-Backed Growth
Few investment themes have such powerful government support. China's commitment to AI leadership means sustained, long-term investment flowing to these key technology providers.
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