Chip Design & Manufacturing Infrastructure

This basket owns the software, equipment and process materials used to design chips and turn wafer capacity into working silicon, rather than betting on a particular processor vendor. The semiconductor selloff has lowered entry prices across manufacturing tools while Synopsys provides exposure to the design stage. The opportunity depends on sustained engineering and fabrication spending; export restrictions and delayed factory investment remain material risks. Launch basket (equal weight): SNPS, AMAT, LRCX, KLAC, ASML, TER, CDNS, ENTG 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.