u/Altruistic-Duty-7164

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Been following the semiconductor space for a while and the one thing that keeps coming up when I talk to people who actually work in the industry is how tight lithography capacity still is.

$EUV is the first ETF specifically focused on lithography and semiconductor photonics. Every advanced chip fab needs EUV machines. ASML basically has a monopoly here. If chip demand grows, equipment demand follows.

Fab expansion is happening globally right now. New facilities in the US, Europe, Japan all need this equipment. The demand pipeline is visible and long.