Intel secured $5.7 billion in U.S. government funding in exchange for an equity stake, a strategic move to keep its chipmaking unit in-house. This highlights a broader investment theme in companies supporting the domestic semiconductor supply chain, driven by the CHIPS Act.
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Published on August 31
With billions in CHIPS Act funding flowing to semiconductor companies, these stocks benefit from unprecedented government support. Intel's $5.7 billion deal shows how seriously policymakers are taking domestic chip production.
Semiconductor independence is now a matter of national security, creating long-term policy tailwinds for these companies. This isn't just about profits - it's about protecting critical infrastructure and technological sovereignty.
The push to onshore semiconductor production is reshaping global supply chains, creating massive opportunities for companies positioned in the domestic ecosystem. Early movers could capture significant market share as manufacturing shifts home.
The CHIPS Act represents a massive shift in U.S. industrial policy, with billions in government funding flowing to strengthen domestic semiconductor capabilities. Intel's recent $5.7 billion government investment signals strong political commitment to onshoring critical technology production, creating a supportive environment for the entire semiconductor ecosystem.
This group includes companies across the semiconductor value chain - from chip designers and manufacturers to equipment suppliers. These are capital-intensive businesses that benefit from government backing, which can de-risk major investments and provide long-term stability. The theme focuses on technological sovereignty and national security priorities.
These companies were handpicked for their strategic importance to the domestic semiconductor supply chain. Each plays a crucial role in chip design, manufacturing, or equipment supply, positioning them to benefit from the government's push to reduce dependence on foreign semiconductor production and strengthen American technological capabilities.
Market capitalisation breakdown for the CHIPS Act Stocks basket reflecting dominance by top large-cap constituents.
INTC: $178.03B
TSM: $1.23T
LRCX: $182.63B
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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.
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On average, analysts expect assets in this group to grow 4.76% over the next year.
12 of 16 assets in this group are rated Buy by professional analysts.
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In 12 months it might be worth:
+4.76%
