The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Research are well positioned to benefit from trends in AI infrastructure and high-performance memory. Although the ETF's share price has fallen 17% since May 2026, its fundamentals remain solid with a forward P/E of 26.13x and lower fees than competitors. This recent price dip offers an attractive entry point, but investors should be aware of the volatility and concentration risks tied to the semiconductor and AI sectors.
As of Oct 21, 2026 11:11 WIB, key semiconductor stocks linked to the EUV ETF show mixed trading activity on Pluang. TSMC trades at USD 430.57 with a 1-day gain of 2.46%, while ASML is up 1.06% at USD 1,664.58. Lam Research is slightly down 0.64% at USD 270.45, yet holds strong buy interest with 87% of Pluang orders favoring purchases. The notable figure is Lam Research's 87% buy order share, reflecting robust investor demand despite recent price fluctuations.
Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing a significant stock pullback amid market fears, despite its dominant position in AI chip manufacturing and rapid revenue growth from advanced technologies. The company plans a substant...
Technology stocks recently declined due to concerns over how data center expansions are financed, rather than fundamental weaknesses. Taiwan Semiconductor reported a strong 41.2% year-over-year revenue growth driven by high demand for AI chips, with ...
The iShares Core MSCI Total International Stock ETF (IXUS) is rated a Buy due to its undervalued growth potential and attractive pricing compared to U.S. equities. IXUS offers diversified exposure to international sectors like technology, financials,...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong quarter with revenue up 41.2% year-over-year and earnings per share rising 68.7%. The company is expanding its production capacity aggressively, including plans to more than double i...
Taiwan announced plans to criminalize the shipment of AI servers and advanced semiconductors to China by adding these items to its controlled goods list under the Foreign Trade Act. This move aligns Taiwan's regulations with U.S. trade policies and a...
