Tech Supply Chain: Could Trade Wars Create Opportunity?
Recent escalations in the U.S.-China trade war, sparked by tariff threats and restrictions on rare earth materials, have sent shockwaves through the tech sector. This creates a potential investment opportunity in companies that are crucial to building a more resilient, non-Chinese technology supply chain.
Your Basket's Financial Footprint
Interpretation of basket market capitalisation and investor takeaways for 'The New Tech Supply Chain'.
- Large-cap concentration likely reduces volatility and aligns performance with broad market movements, lowering idiosyncratic risk.
- Can serve as a core holding, not a speculative growth position.
- Likely to deliver steady long-term value rather than rapid short-term gains.
TSM: $1.22T
ASML: $365.29B
INTC: $169.86B
- Other
About This Group of Stocks
Our Expert Thinking
Recent U.S.-China trade tensions have exposed critical vulnerabilities in global tech supply chains. This creates strategic opportunities for companies that can help nations and corporations reduce their dependence on Chinese-sourced materials and manufacturing, positioning them for increased demand and investment.
What You Need to Know
This group focuses on companies outside China that are essential to building resilient technology infrastructure. It includes semiconductor foundries, equipment manufacturers, and rare earth miners that could benefit from the global push towards supply chain diversification and security.
Why These Stocks
These companies were handpicked by professional analysts based on their strategic positioning to benefit from long-term geopolitical shifts. They represent firms integral to creating alternative supply chains and reducing technological dependence on China.
Why You'll Want to Watch These Stocks
Geopolitical Tailwinds
Trade tensions are accelerating the global shift towards supply chain independence. These companies are positioned at the centre of this massive restructuring.
Strategic National Priority
Governments worldwide are investing billions in securing their tech supply chains. These firms could benefit from unprecedented policy support and funding.
First-Mover Advantage
Companies that establish alternative supply chains now could capture significant market share as demand shifts away from Chinese suppliers.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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
Boeing Forced Sale Impact | Defense Stocks 2025
The FTC's requirement for Boeing to sell parts of Spirit AeroSystems to approve their merger opens up the aerospace supply chain. This creates investment opportunities in other component manufacturers and defense contractors poised to benefit from a more competitive landscape.
Media Takeover Race Heats Up in 2025
Paramount Skydance has intensified the bidding war for Warner Bros. Discovery by increasing its breakup fee, signaling a strong commitment to the acquisition. This highlights a broader trend of consolidation in the media sector, creating potential opportunities among other content producers and M&A service providers.
EU Meta AI Probe: What's Next for Tech Competition
The EU is investigating Meta's practice of blocking rival AI chatbots on WhatsApp, raising significant antitrust concerns. This regulatory pressure could force open the ecosystem, creating a major growth opportunity for independent AI developers and challenging the dominance of Big Tech gatekeepers.