ByteDance is reportedly partnering with Samsung to develop its own AI chip, a move aimed at reducing reliance on foreign suppliers. This strategic shift is expected to boost the broader semiconductor industry, creating opportunities for companies that supply manufacturing equipment and essential components.
Published on February 11
Trade tensions and export controls are pushing Chinese tech giants to build their own chip capabilities. This creates massive opportunities for the companies that enable semiconductor manufacturing.
While everyone watches chip designers, the real winners might be the foundries and equipment makers that provide the essential infrastructure for any semiconductor development.
ByteDance's move signals a broader shift towards vertical integration in tech. As more companies follow suit, demand for semiconductor manufacturing services could surge for years to come.
ByteDance's partnership with Samsung to develop AI chips reflects a major shift towards semiconductor independence in China. This trend is driving increased demand for the foundational companies that make chip manufacturing possible - from equipment makers to foundries to component suppliers.
This collection focuses on the essential infrastructure of chip production rather than the end products themselves. These companies provide the manufacturing equipment, foundry services, and specialised components that enable any semiconductor development, making them well-positioned for sustained growth.
Each company was handpicked by professionals for their critical role in the semiconductor supply chain. As more tech giants pursue in-house chip development, these foundational players are expected to see increased demand for their essential services and technologies.
This basket's total market capitalisation is approximately 2,755,700.722, and its weighting is heavily concentrated in a few very large-cap stocks. That concentration anchors the basket's scale and tends to lend a more stable, lower-volatility profile compared with small-cap-focused baskets.
TSM: $1.55T
ASML: $551.64B
LRCX: $282.98B
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13 of 15 assets in this group are rated Buy by professional analysts.
