Analog & Power Chips: US-Japan Onshore Specialty Fabs

Japan's commitment of up to $21 billion to two New York fabs run by GlobalFoundries puts onshore specialty and mature-node chip capacity in focus. While the AI-chip trade is being de-rated, analog, power and mixed-signal makers are a different part of the cycle. The basket holds companies whose main business is analog, power and mixed-signal chips plus the memory and design tools around them. Catalysts: - 2026-10-14 Japan to invest up to $21 billion in two New York chip fabs run by GlobalFoundries (https://www.reuters.com/business/retail-consumer/japan-invest-up-21-billion-two-us-chip-factories-be-run-by-globalfoundries-2026-10-14/) Launch basket (equal weight): MPWR, ADI, TXN, QCOM, SNPS, MU, INTC Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.