Chip Manufacturing, Packaging & Test

Own the businesses that fabricate semiconductors and supply the equipment, materials, packaging and testing needed to produce them. The hardware drawdown offers a selective entry into manufacturing infrastructure rather than a bet on a particular accelerator designer. Capital-spending cuts remain the central risk, so the basket spans foundries, integrated manufacturers and production suppliers. Launch basket (equal weight): TSM, ASML, AMAT, LRCX, KLAC, TER, TXN, ADI, ENTG, ONTO, FORM, ACLS, AMKR, 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.