• 6 min read
• Published on 31 October 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:Automotive Semiconductor Gap Explained | Market Shift
Let’s be honest, it’s all a bit absurd, isn’t it? The idea that a multi-billion pound automotive industry, a titan of global manufacturing, can be brought to its knees by a component smaller than a postage stamp. Yet here we are. A geopolitical spat blocks a major supplier from shipping its wares out of China, and suddenly, gleaming new cars are sitting half-finished in lots across the world, waiting for a tiny piece of silicon. It’s a stark reminder that in our interconnected world, the supply chain is only as strong as its most obscure, yet essential, link.
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
For decades, car manufacturers have worshipped at the altar of ‘just-in-time’ production. It was efficient, it cut costs, and it looked brilliant on a spreadsheet. Now, it looks rather foolish. This isn’t just a temporary hiccup, it’s a full-blown crisis that has exposed the fragility of this model. When your entire production line depends on a steady flow of highly specialised, automotive-grade chips, and that flow is suddenly cut off, you have a very big, very expensive problem.
Finding a new supplier isn’t like popping down to a different corner shop because your usual one is out of milk. These chips have to withstand extreme temperatures and vibrations. They are the unseen brains managing everything from your engine to the radio. Automakers are now in a desperate scramble, and in any scramble, there are those who stand to benefit from the chaos.
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
When the dust settles, where do these car companies turn? Well, they’ll likely be knocking on the door of companies like Taiwan Semiconductor, or TSM. TSM is the world’s contract manufacturer, the giant factory that builds chips for everyone else. They don’t design them, they just have the impossibly complex and expensive facilities to make them at scale. In a supply crunch, having that kind of capacity makes you the most popular kid in the playground.
Then you have ASML, a company most people have never heard of, yet it holds the entire industry in the palm of its hand. ASML makes the machines that make the chips. Specifically, they have a monopoly on the extreme ultraviolet lithography equipment needed for the most advanced semiconductors. If TSM and others want to expand to meet this new demand, they have to buy their gear from ASML. It’s a beautiful bottleneck to be in control of.
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
The disruption also shines a light on more specialised players. Take ON Semiconductor, for instance. They’ve cleverly positioned themselves as the go-to supplier for the electric vehicle revolution. Their silicon carbide chips are essential for managing the high-power demands of EV batteries and charging systems. As the industry pivots away from the combustion engine, a company already embedded in the EV supply chain could find itself in a very strong position indeed.
To me, this isn't just about one or two companies, it's a fundamental realignment, a theme you might explore in the Automotive Semiconductor Gap Explained | Market Shift basket. The opportunity could extend across the entire value chain, from the designers to the testers and packagers. It’s a complex ecosystem, and a shock like this creates ripples everywhere. Of course, one must always be cautious. The semiconductor industry is notoriously cyclical, and today’s shortage could easily become tomorrow’s glut. Geopolitics is a fickle beast, and the winds could change direction without warning. Investing here requires a stomach for volatility, but for those with a pragmatic eye, the current disruption might just be reshaping an entire industry for years to come.
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
View the full Basket:Automotive Semiconductor Gap Explained | Market Shift
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