Wafer Processing & Industrial Photonics

Own the suppliers that shape, illuminate, inspect and purify semiconductor production rather than chip designers or foundry operators. The portfolio combines wafer-processing equipment with photonic components and contamination-control materials, spreading exposure across complementary manufacturing technologies. Domestic fab expansion provides a demand backdrop, but equipment-order timing and export restrictions remain important risks. Launch basket (equal weight): AMAT, LRCX, KLAC, ASML, COHR, LITE, MKSI, ENTG, ACLS, ONTO 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.