Semiconductors Beyond The Sanctions
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.
Top Picks from This Group
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.
About This Group of Stocks
Our Expert Thinking
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.
What You Need to Know
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.
Why These Stocks
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.
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:
+32.72%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 32.72% over the next year.
Stocks Rated Buy by Analysts
13 of 17 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Global Supply Chain Shift
As companies diversify away from U.S.-China tensions, these international semiconductor players could see increased demand for their essential chips and manufacturing services.
Geopolitical Safe Havens
These stocks offer exposure to the semiconductor boom whilst potentially avoiding the direct impact of escalating trade restrictions between superpowers.
Critical Infrastructure Players
From foundries to equipment makers, these companies provide the backbone technology that powers everything from smartphones to data centres, regardless of trade disputes.
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
AI's App Store Showdown
Elon Musk's threat of an antitrust lawsuit against Apple highlights the growing tension between AI developers and the powerful app store gatekeepers. This situation could create opportunities for other technology companies that offer alternative platforms or help developers navigate the competitive app landscape.
Navigating The Fed's Inflation Dilemma
A recent spike in inflation, driven by import tariffs, has put the Federal Reserve in a difficult position. This theme focuses on companies that could benefit from this economic tension, whether through competitive pricing or a potential interest rate cut.
Grounded Giant: Rivals Poised To Gain From Air Canada Strike
A potential strike at Air Canada threatens to ground the nation's largest airline, creating significant travel disruption. This presents a tactical opportunity for rival airlines to capture market share and benefit from the surge in demand from displaced travelers.
Frequently Asked Questions
Everything you need to know about the product and billing.