This carefully selected group of stocks represents companies set to benefit from Nvidia resuming AI chip sales to China. Handpicked by professional analysts, these investments span the entire supply chain from chip designers to the Chinese tech giants who will use this technology to power their AI ambitions.
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Published on July 15
Nvidia's strategic pivot reopens a massive, previously restricted market. These companies are first in line to benefit from China's renewed access to cutting-edge AI hardware.
From chip designers to memory makers, each company in this group represents a critical link in the newly revitalized AI supply chain spanning the US and China.
Chinese tech giants have been waiting for these chips to power their AI ambitions. With restrictions easing, expect accelerated development and potential market gains.
Nvidia's strategic move to resume H20 AI chip sales to China represents a major market reopening that benefits the entire tech ecosystem. These stocks capture the ripple effect across the value chain, from chip manufacturing and server assembly to memory production and AI application development in China.
This investment opportunity focuses on companies directly benefiting from Nvidia's pivot to navigate trade restrictions. The renewed access to high-performance chips could signal improving US-China tech relations and unlock substantial revenue streams for companies throughout the semiconductor supply chain.
We've assembled companies spanning the complete ecosystem that will benefit from this policy change. This includes Nvidia itself, Chinese tech giants regaining access to critical hardware, and the global suppliers essential for chip production, server assembly, and memory components.
Interpretation of the basket market capitalisation data for investor guidance.
NVDA: $4.40T
BIDU: $40.96B
TSM: $1.23T
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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.
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA CORP
NVDA
Current Price
$212.97
As the central company, Nvidia directly benefits from resuming chip sales and launching new products for the vast Chinese market, unlocking a major re...
As the central company, Nvidia directly benefits from resuming chip sales and launching new products for the vast Chinese market, unlocking a major revenue stream.
BAIDU INC SPON ADS EACH REP 8 ORD SHS
BIDU
Current Price
$92.98
A major Chinese AI developer, Baidu's progress depends on powerful GPUs; renewed access to Nvidia's chips will accelerate its AI research and deployme...
A major Chinese AI developer, Baidu's progress depends on powerful GPUs; renewed access to Nvidia's chips will accelerate its AI research and deployment.
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$416.90
As Nvidia's primary chip manufacturer, Taiwan Semiconductor will see increased production orders to meet the demand for these new and resumed China-fo...
As Nvidia's primary chip manufacturer, Taiwan Semiconductor will see increased production orders to meet the demand for these new and resumed China-focused GPUs.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+55.80%
On average, analysts expect assets in this group to grow 55.8% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
