The U.S. government has eased its ban on advanced AI chip sales to China, reopening a critical market for American semiconductor giants like Nvidia and AMD. This policy shift creates a direct investment opportunity in chip designers and the broader supply chain that supports them.
Published on January 15
This policy shift creates immediate market access for American chip companies, potentially unlocking billions in revenue that was previously restricted.
These companies include the biggest names in AI chips and semiconductor manufacturing, positioned to benefit most from renewed Chinese market access.
From chip designers to equipment makers, the entire semiconductor ecosystem could see increased demand as production ramps up for the Chinese market.
The recent US government decision to ease export restrictions on advanced AI chips to China represents a significant policy shift that reopens one of the world's largest technology markets. This creates a direct catalyst for American semiconductor companies and their supply chain partners, potentially driving substantial revenue growth as these firms regain access to the lucrative Chinese market.
This group focuses on companies across the entire semiconductor value chain - from chip designers like Nvidia to foundries that manufacture them, plus the equipment makers that supply the industry. The policy change comes with conditions including US government oversight, but still represents a meaningful opportunity for increased sales and production in this critical technology sector.
These stocks were handpicked by professional analysts as the direct beneficiaries of the policy change. The selection includes market leaders in AI chip design, critical manufacturing partners, and essential equipment suppliers who all stand to gain from renewed market access. Each company plays a vital role in the semiconductor ecosystem that serves the Chinese technology market.
The basket's total market capitalisation is $6.88T. A small number of very large‑cap holdings anchor the basket, so it tends to offer greater stability and lower volatility.
NVDA: $4.45T
TSM: $1.40T
INTC: $232.39B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+0.85%
On average, analysts expect assets in this group to grow 0.85% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
