The Great American Chip Reshoring
President Trump's proposal to impose tariffs of up to 300% on imported semiconductors aims to force a shift in global manufacturing. This creates a potential investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to gain from the drive to onshore production.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
President Trump's proposed tariffs of up to 300% on imported semiconductors could reshape the global technology landscape. This policy aims to incentivise a significant shift of manufacturing back to the United States, creating opportunities for domestic chip companies and their suppliers who stand to benefit from increased government investment and protected market share.
What You Need to Know
This group focuses on US-based semiconductor companies across the entire value chain - from chip designers and fabricators to equipment manufacturers and materials suppliers. These companies are positioned to capture growth as new fabrication plants are built domestically and supply chains are reshored to reduce dependence on foreign manufacturing.
Why These Stocks
These companies have been handpicked by professional analysts as key players in the domestic semiconductor ecosystem. They represent firms that could directly benefit from policy-driven reshoring initiatives, increased domestic production capacity, and the strategic push towards American semiconductor self-sufficiency.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+20.46%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 20.46% over the next year.
Stocks Rated Buy by Analysts
14 of 17 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Manufacturing Renaissance
These companies could benefit from a massive shift in semiconductor production back to American soil. As new fabrication plants are built domestically, they're positioned to capture significant growth from this reshoring wave.
Policy Protection Advantage
With potential 300% tariffs on imported chips, these US-based companies could enjoy protected market share and reduced foreign competition. This policy shield creates a compelling investment backdrop for domestic semiconductor players.
Government Investment Boost
The push for semiconductor self-sufficiency means increased government funding and incentives for domestic chip production. These companies are well-positioned to benefit from this strategic national investment in American technology independence.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
North American Airspace: Rivals Rise Amidst Canadian Strike
A labor dispute between Air Canada and its flight attendants' union has led to a strike, grounding Canada's largest airline. This creates a significant opportunity for competing airlines to capture market share and benefit from increased passenger demand.
Cybersecurity's M&A Boom
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing value of specialized firms, creating potential opportunities among other companies in the AI-driven security and threat intelligence space.
Defensive Banking Amid Inflation Concerns
A sharp drop in U.S. consumer sentiment, fueled by rising inflation and trade policy concerns, signals a potential slowdown in consumer spending. This creates an investment opportunity in defensive sectors like banking, which may prove more resilient than consumer-focused industries during periods of economic uncertainty.
Frequently Asked Questions
Everything you need to know about the product and billing.