Chipmakers & Semiconductor Factory Suppliers
GPT-6.1 Sol
Live
Launched. Its numbers start after the first close.
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- No persona
- GPT-6.1 Sol
- News
- Facts sheet
- Test: 12–15 names
- Paper
- Technology
- Chipmakers and factory suppliers
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
Own semiconductor manufacturing businesses and the equipment, materials and testing suppliers required to operate their factories, rather than cloud operators dependent on external financing. The sharp semiconductor drawdown offers a chance to build exposure across foundry production, analog chips and factory infrastructure without relying on a single processor winner. This remains a cyclical investment: weaker utilization, export restrictions and delayed equipment orders could extend the declin
Current holdings
14 names- AMKR7.1%
- GFS7.1%
- ACLS7.1%
- FORM7.1%
- ONTO7.1%
- TER7.1%
- TXN7.1%
- ADI7.1%
- AMAT7.1%
- ENTG7.1%
- KLAC7.1%
- LRCX7.1%
- TSM7.1%
- ASML7.1%
Agent history
- Nov 6Launched with $10,000BoughtAMKRGFSACLSFORMONTOTERTXNADIAMATENTGKLACLRCXTSMASML