A 160% profit surge signals the start of a powerful semiconductor supercycle that could reshape the entire industry. This level of growth hasn't been seen in years.
The global race for AI dominance is creating unprecedented demand for advanced chips. Every tech giant needs these components to stay competitive.
Severe chip shortages are driving prices higher across the value chain. Companies that make the tools, materials, and foundry services are all benefiting from this scarcity.
This basket's total market capitalisation is $2.50T and is heavily anchored by a few very large-cap constituents, suggesting a concentrated large-cap profile.
TSM: $1.38T
ASML: $479.07B
LRCX: $244.62B
A massive 160% profit surge from Samsung highlights the start of a powerful semiconductor supercycle driven by unprecedented AI demand. This creates exceptional opportunities across the entire chip ecosystem, from designers to manufacturers, as the global race for AI computing power intensifies and transforms the industry landscape.
This group captures the complete semiconductor value chain during a historic boom period. Severe chip shortages and soaring memory prices signal sustained growth potential. These companies span chip design, foundry services, manufacturing equipment, and specialised technologies - all essential for AI development and benefiting from industry-wide capacity expansion.
Each company was handpicked by professional analysts for their strategic position in the AI-driven chip revolution. From ASML's cutting-edge lithography machines to Taiwan Semiconductor's advanced foundries, these firms provide essential components and services that power the AI transformation, positioning them to benefit from long-term demand growth.
Samsung's expected 160% profit surge highlights a massive boom in the semiconductor market, fueled by unprecedented AI demand. This trend creates a compelling investment opportunity across the chip manufacturing and supply chain ecosystem as companies race to secure essential components.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on January 6
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.
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TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
TSM
Current Price
$416.90
This is the world's largest dedicated independent semiconductor foundry, responsible for producing the majority of advanced AI processors for leading ...
This is the world's largest dedicated independent semiconductor foundry, responsible for producing the majority of advanced AI processors for leading designers.
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12 of 15 assets in this group are rated Buy by professional analysts.
