Semiconductor Tooling & Fab Capacity Leaders

Industry forecasts and foundry commentary point to semiconductor equipment and capacity demand staying structurally elevated through the decade. Accelerating AI accelerator production and advanced packaging requirements are driving heavy capital expenditure into leading fabrication facilities and wafer-fab toolmakers. This basket captures the primary equipment and foundry franchises providing the machinery, cleanroom infrastructure, and manufacturing capacity needed to sustain modern chip production. Catalysts: - 2026-10-08 Chip shortage seen supporting profits into 2030 (https://www.reuters.com/video/watch/idRW847708102026RP1/) Launch basket (equal weight): AMAT, LRCX, KLAC, ASML, TSM, ADI, TXN, QCOM 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.