In response to digital taxes on U.S. tech giants, the White House has threatened major tariffs and semiconductor export bans on offending nations. This protectionist stance could create a favorable environment for domestic technology producers and companies in countries not subject to these new trade barriers.
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Published on August 26
These companies could benefit directly from U.S. trade restrictions, potentially capturing market share as global supply chains reshape around geopolitical tensions.
Domestic manufacturers and non-targeted international players may find themselves in a more favourable operating environment as competitors face new barriers.
This event-driven theme focuses on companies positioned to capitalise on the escalating dispute between the U.S. and nations implementing digital services taxes.
This group focuses on the potential for U.S. protectionist measures to reshape critical technology supply chains. We've identified companies that could benefit from trade disputes between the U.S. and nations implementing digital services taxes on American tech giants.
These are primarily domestic American semiconductor manufacturers and international players in non-targeted countries. The theme is event-driven and tactical, focusing on companies that may be insulated from or could directly benefit from escalating trade tensions.
Each company has been handpicked by professional analysts for their potential to capture market share or operate in a more favourable environment as U.S. trade restrictions reshape global technology leadership and supply chains.
Aggregate market capitalisation and breakdown for the semiconductor sanctions basket.
TSM: $1.23T
INTC: $178.03B
QCOM: $181.96B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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12 of 17 assets in this group are rated Buy by professional analysts.
