• 5 min read
• Published on 7 November 2025
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
Let’s be honest, when politicians start talking about national security, it’s usually a good time to check your wallet. The latest theatre of operations is the semiconductor industry, where Washington has decided to cut Beijing off from the world’s most advanced AI chips. They’ve effectively slammed the door on Nvidia and others, hoping to hobble China’s technological ambitions. To me, this isn't just policy, it’s the starting pistol for one of the most fascinating, and potentially lucrative, industrial scrambles in modern history.
When you corner a global power, you shouldn’t be surprised when it fights back. China’s response has been entirely predictable, a furious, state-funded sprint towards self-sufficiency. Beijing is pouring eye-watering sums of money into building its own semiconductor ecosystem from the ground up. Think about it, China currently imports more silicon chips than it does oil. That’s a market worth hundreds of billions of dollars annually, and the government has just served notice that it wants that business to stay at home. When a state with that kind of capital and control decides something is an existential priority, you’d be a fool not to pay attention.
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
In any conflict, the cleverest place to be is often in the middle, selling weapons to both sides. In the chip wars, that role is played beautifully by a few key companies. Take Taiwan Semiconductor, or TSM. They are the undisputed kings of chip manufacturing, the foundry that everyone from Apple to, well, Nvidia relies on. The Americans need their expertise, and now Chinese firms, locked out of US designs, need their manufacturing capacity more than ever. TSM finds itself in the enviable position of being utterly indispensable. It’s a classic case of the provider holding all the cards.
Then you have ASML, a Dutch company with a glorious monopoly. They make the ridiculously complex lithography machines without which you simply cannot produce top-tier chips. Washington can tell them not to sell their shiniest new models to China, and that’s fine. The rest of the world, now rushing to build up its own capacity, still has to queue up to buy them. Meanwhile, China is snapping up ASML’s older, unrestricted machines to fuel its domestic push. It’s like being the only person selling shovels during a global gold rush. You win no matter who finds the gold.
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
Of course, not everyone can be a neutral arms dealer. Some companies have had to be a bit more cunning. QUALCOMM, for instance, has navigated this mess with a rather deft touch. Instead of just selling products that could be blocked by sanctions, it has focused on licensing its vast portfolio of essential patents. This allows Chinese companies to build their own hardware, but they still have to pay QUALCOMM for the fundamental technology. It’s a clever pivot from being a supplier to being the gatekeeper of the recipe book, ensuring revenue keeps flowing regardless of political squabbles.
This entire geopolitical saga is creating a unique investment landscape. The demand isn't driven by fickle consumer trends, but by the cold, hard logic of national strategy. It’s a powerful tailwind. This dynamic is precisely what underpins the China Chip Self-Reliance (Domestic Growth Theme) investment thesis. It focuses on the companies positioned to benefit from this monumental, government-backed industrial shift. But let’s not get carried away. Investing in a geopolitical battleground comes with very real risks. Tensions could boil over, supply chains could snap, and the notoriously cyclical semiconductor industry could hit a downturn. This is a high-stakes game, not a place for the faint of heart.
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
View the full Basket:China Chip Self-Reliance (Domestic Growth Theme)
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article