euv

Light Communication Edition #ETF #DRAM #EUV

DRAM is the memory version ETF
EUV is the light communication version ETF

A new niche sector ETF, #DRAM focuses on memory while #EUV targets photolithography + semiconductor photonics supply chain

If you believe that as "AI data centers grow larger, not only do the chips need to be more powerful, but the chips also need to transfer data faster," then you might want to keep an eye on the EUV ETF. Think of it as the "AI Hardware Bottleneck ETF": one side bets on advanced manufacturing, while the other side bets on optical interconnects.
Mainly focused on photolithography + semiconductor photonics supply chain

Representative holdings:
TSM 9.7%,
ASML 7.88%,
GLW 5.03%,
LRCX 4.91%,
AMAT 4.91%,
LITE 4.36%

However, this ETF has just launched, and its holdings are concentrated in the popular AI hardware supply chain. Currently, liquidity is still a bit thin, similar to early-stage #DRAM light communication expansion, which is slower than storage. Keep it on your radar.