Arm has unveiled its first internally developed AI processor, moving beyond its traditional licensing model to supply data center chips directly to major clients like Meta. This transformative move creates new investment opportunities across the semiconductor supply chain, including foundries, server assemblers, and thermal management specialists.
Published on March 25
Arm's move from licensing chip designs to building its own AI processors is one of the biggest shake-ups in semiconductor history. The companies in this group are right at the centre of that change.
Meta has signed on as Arm's first major customer for the new AI chip — and where one cloud giant leads, others often follow. Demand across this supply chain could accelerate quickly.
Professional analysts have handpicked these stocks as the most direct beneficiaries of the AI data centre hardware upgrade cycle. This isn't a trend that's been missed — it's one that's just getting started.
Arm's decision to move from licensing chip designs to producing its own AI processors is a landmark moment in the semiconductor world. This shift is expected to accelerate the upgrade of data centre hardware globally, as cloud giants race to adopt more efficient, high-performance computing. Our analysts see the entire supply chain — from chip makers to server assemblers — as a potential beneficiary of this structural change.
This is a growth-oriented group of stocks tied to a fast-moving technology theme. The companies included span several roles in the semiconductor ecosystem, meaning performance can vary across the group. As with any technology-focused investment, there is an element of cyclicality, and progress depends on how quickly data centres adopt new hardware. This group is best viewed as a medium-to-long-term thematic opportunity.
These stocks were handpicked by professional analysts to reflect the most direct beneficiaries of high-density AI chip production. Each company plays a specific and critical role — whether manufacturing chips, supplying the equipment to make them, assembling servers, or managing power and cooling. They were not chosen at random; each one sits at a key point in the supply chain that stands to benefit as demand for advanced AI processors grows.
The basket's total market capitalisation is 2,900,245.19 (units as provided). A few very large-cap constituents anchor the weighting, which tends to produce a concentrated, lower‑volatility large‑cap profile.
TSM: $1.47T
ASML: $541.58B
ANET: $164.36B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
+5
Here are a few of the assets in this group. Create an account to unlock the full list.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$416.90
As a leading semiconductor foundry, Taiwan Semiconductor Manufacturing Co. is positioned to manufacture cutting-edge AI chips, including Arm's new dat...
As a leading semiconductor foundry, Taiwan Semiconductor Manufacturing Co. is positioned to manufacture cutting-edge AI chips, including Arm's new data center processors.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
11 of 15 assets in this group are rated Buy by professional analysts.
