EUV is an excellent low-cost vehicle for chip and equipment supply chain exposure: actively managed, annual fees no higher than 0.35%, with TSMC and ASML over 20% of the fund. It began trading in May, peaked in June, and is now about 20% cheaper than at launch.

Well, the second way to maximize your benefit is to use an EUV ETF. This box was named after the intense ultraviolet light that ASML machines used to manufacture the latest electronic chips.

The fund is based on a part of the light supply chain . Therefore, TSMC and ASML shares make up more than 20% of the fund's value, and its top 10 investments include companies such as Applied Materials, Lam Research, KLA, Lumentum, Corning, Marvell, Ciena, and Coherent.

I cover almost all of these companies on this channel because they are at the beginning of the AI supply chain , starting with the electronic chips, through the machines that manufacture them, and down to the optical components that connect them.

The EUV fund is actively managed, but its annual fees do not exceed 0.35%, which is lower than the fees of most actively managed funds common today. Trading in the fund began in May , peaked in June , and it is now about 20 % cheaper than it was at launch.

For example, the SMH box overlaps with both the EUV and Chat boxes by approximately 30%. While the EUV fund allocates 20% because it is another excellent option for investing in chip and machinery manufacturers, such as TSMC, ASML and Applied Materials.