CHIPS, fabs and equipment

来源: 于 2024-04-14 14:40:31 [旧帖] [给我悄悄话] 本文已被阅读：次

You can google 10 top holdings. If you see NVDA risk high, you can get TSM and top equipment maker stocks (ASML, KLAC, AMAT, LRCX)

QCOM TXN MU are all chips too.