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16 handpicked stocks

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

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Author avatar

Han Tan | Market Analyst

Updated 3 days ago | Published at août 17

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

$25.31

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$232.70

ASML

ASML Holding NV

ASML

Current price

$743.61

About This Group of Stocks

1

Our Expert Thinking

The potential U.S. government equity stake in Intel represents a strategic shift towards securing domestic technology supply chains. This unprecedented move signals federal commitment to strengthening America's semiconductor manufacturing capabilities, creating a ripple effect that could benefit the entire chip industry ecosystem.

2

What You Need to Know

This group focuses on companies throughout the semiconductor value chain, from chip designers and manufacturers to equipment suppliers and material providers. These are capital-intensive businesses that could benefit significantly from government backing and the broader trend of onshoring chip production to America.

3

Why These Stocks

These companies were handpicked by professional analysts as firms positioned to benefit from increased public-private partnerships in semiconductors. Each plays a crucial role in the chip-making ecosystem and stands to gain from the government's strategic realignment towards domestic technology infrastructure.

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

+19.30%

Group Performance Snapshot

19.3%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 19.3% over the next year.

12 of 16

Stocks Rated Buy by Analysts

12 of 16 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

🇺🇸

Government Backing Creates Momentum

When Uncle Sam considers taking an equity stake in a major chipmaker, it signals serious commitment to the industry. This level of federal support could de-risk investments and accelerate growth across the entire semiconductor ecosystem.

🏭

Onshoring Trend Gaining Steam

The push to bring chip manufacturing back to America is creating massive opportunities. Companies in this space are positioned to benefit from billions in government incentives and the strategic shift away from overseas dependence.

💡

Essential Technology, Strategic Importance

Semiconductors power everything from smartphones to military systems. As governments recognise chips as critical infrastructure, companies in this space become increasingly valuable and strategically important investments.

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