US Onshore Fab Buildout: Foundries & Equipment

GlobalFoundries was picked to run two new New York fabs under a US-Japan initiative framed at up to $21 billion. That puts domestic foundry capacity and the tools that equip it back in focus. The basket holds the foundries and equipment makers that supply and build that capacity, plus one mature-node analog maker. Several of the equipment names sit far below their highs. Catalysts: - 2026-10-14 GFS selected to operate two new semiconductor fabs in New York under landmark U.S.-Japan initiative (https://www.globenewswire.com/news-release/2026/10/14/3380721/0/en/globalfoundries-selected-to-operate-two-new-semiconductor-fabs-in-new-york-under-landmark-u-s-japan-initiative.html) Launch basket (equal weight): GFS, TSM, INTC, AMAT, LRCX, KLAC, ADI, TER 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.