How Value Investors Can Profit from the Global Semiconductor Reshoring

In this episode of The Value Investing Podcast with Fexingo, Lucas and Luna explore a specific value play emerging from the global semiconductor reshoring trend. With the CHIPS Act driving massive capital spending on new fabs in the U.S., Lucas argues that the real value opportunity isn't in the chipmakers themselves, but in the overlooked suppliers—industrial gas companies, wafer fabrication equipment makers, and specialty materials firms. He points to a concrete example: Air Products, an industrial gas supplier that has secured long-term contracts to supply nitrogen and specialty gases for three new fabs in Arizona and Ohio. Lucas explains why these suppliers offer more predictable earnings, higher returns on capital, and lower execution risk than the headline-grabbing chip manufacturers. Luna plays devil's advocate, questioning whether the reshoring wave is durable or just a temporary subsidy-driven spike. They discuss the recent jobs report and the Fed's flat rate policy, and how that environment supports long-duration value stocks. The episode also includes a brief, organic mention of the show's listener-supported model. Tune in for a focused, specific look at a value niche within the biggest industrial buildout since WWII. #SemiconductorReshoring #ValueInvesting #IndustrialGas #AirProducts #CHIPSAct #FabBuildout #WaferFabEquipment #SupplyChain #ReturnOnCapital #FedPolicy #FlatRate #LongDuration #IndustrialRevival #ArizonaFabs #OhioFabs #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo