Semiconductor Sanctions: The Digital Tax Trade War
In response to digital taxes on U.S. tech giants, the White House has threatened major tariffs and semiconductor export bans on offending nations. This protectionist stance could create a favorable environment for domestic technology producers and companies in countries not subject to these new trade barriers.
Your Basket's Financial Footprint
Aggregate market capitalisation and breakdown for the semiconductor sanctions basket.
- Large-cap dominance generally implies lower volatility and more stable performance, tracking broad semiconductor market moves.
- Suitable as a core portfolio holding for diversified exposure, not primarily a speculative growth position.
- Likely to deliver steady, long-term appreciation rather than rapid, short-term explosive gains.
TSM: $1.23T
INTC: $178.03B
QCOM: $181.96B
- Other
About This Group of Stocks
Our Expert Thinking
This group focuses on the potential for U.S. protectionist measures to reshape critical technology supply chains. We've identified companies that could benefit from trade disputes between the U.S. and nations implementing digital services taxes on American tech giants.
What You Need to Know
These are primarily domestic American semiconductor manufacturers and international players in non-targeted countries. The theme is event-driven and tactical, focusing on companies that may be insulated from or could directly benefit from escalating trade tensions.
Why These Stocks
Each company has been handpicked by professional analysts for their potential to capture market share or operate in a more favourable environment as U.S. trade restrictions reshape global technology leadership and supply chains.
Why You'll Want to Watch These Stocks
Trade War Winners
These companies could benefit directly from U.S. trade restrictions, potentially capturing market share as global supply chains reshape around geopolitical tensions.
Protected Positions
Domestic manufacturers and non-targeted international players may find themselves in a more favourable operating environment as competitors face new barriers.
Strategic Timing
This event-driven theme focuses on companies positioned to capitalise on the escalating dispute between the U.S. and nations implementing digital services taxes.
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
Cybersecurity Investment Surge After Breach Explained
The U.S. Treasury has cancelled its contracts with Booz Allen Hamilton following a major data breach, signaling a new era of accountability for government contractors. This move is expected to drive significant investment into specialized cybersecurity and data protection firms as agencies seek to secure their sensitive information.
Meta Subscriptions: What's Next for Social Media?
Meta is introducing premium subscriptions for its apps, signaling a major shift away from relying solely on ad revenue. This theme focuses on companies poised to benefit as the social media industry increasingly adopts paid, feature-based subscription models.
Auto Supply Chain Stability Explained
Ford and GM are negotiating a rescue package for a key parts supplier, highlighting the critical need for stability in the automotive supply chain. This creates an investment opportunity in financially robust suppliers that are essential to vehicle production.