Chipmakers & Semiconductor Factory Suppliers

Own semiconductor manufacturing businesses and the equipment, materials and testing suppliers required to operate their factories, rather than cloud operators dependent on external financing. The sharp semiconductor drawdown offers a chance to build exposure across foundry production, analog chips and factory infrastructure without relying on a single processor winner. This remains a cyclical investment: weaker utilization, export restrictions and delayed equipment orders could extend the decline. Launch basket (equal weight): TSM, AMAT, LRCX, KLAC, ASML, TER, TXN, ADI, ENTG, AMKR, ONTO, FORM, ACLS, 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.