US-Allied Fab Tools & Silicon Reshoring

Tighter cross-border export enforcement and chip-smuggling crackdowns are accelerating capital commitments to domestic and allied semiconductor fabrication. Leading wafer fab equipment makers and certified foundries capture sustained capex as global supply chains decouple. Catalysts: - 2026-10-09 US and Taiwan indict resellers of US-made semiconductors (https://www.facebook.com/InstitutefortheStudyofWar/posts/china-taiwan-update-october-9-2026-us-and-taiwanese-authorities-have-indicted-mu/1553560756816196/) Launch basket (equal weight): AMAT, LRCX, KLAC, ASML, TSM, ENTG, TER, GFS 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.