ENTG
Entegris Inc
stock NASDAQ

You have to dig through the sector, I am spread all over.  I think the same situation applies to enablers of more efficient chipsets.  
check out EUV corgi etf, I hold literally every company in there.
Most of my photonics/chip positions I have been holding for over a year waiting for chip/server architecture to collide with energy constraints, I am decently up on most of them, but I think that this shit is just getting started. A few I am heaviest on: POET, QUIK, AMD, GFS, MRVL, LRCX, ATOM, AIP, NBIS, INTC, GOOG, AEHR, MU, AAOI, TSM, VICR, ONTO, LSCC, KLAC, ALAB, LAES, SKYT, KLIC, UMC, RMBS, LITE, GLW, COHR, VRT, QUBT, LWLG, NVTS, AXTI, MCHP, WOLF, IONQ, AMKR, TSEM, TER, CAMT, MRCY, CRDO, AMAT, NVMI, CDNS, LSRCY, ALMU, MTSI, AMSC, ENTG, SNPS, FN, JBL.
Obviously some of these are already massively up from when I entered more than a year ago, so you'll have to do some digging. I would be interested what anyone thinks about this portion of my thesis.

You have to dig through the sector, I am spread all over.  I think the same situation applies to enablers of more efficient chipsets.  
check out EUV corgi etf, I hold literally every company in there.
Most of my photonics/chip positions I have been holding for over a year waiting for chip/server architecture to collide with energy constraints, I am decently up on most of them, but I think that this shit is just getting started. A few I am heaviest on: POET, QUIK, AMD, GFS, MRVL, LRCX, ATOM, AIP, NBIS, INTC, GOOG, AEHR, MU, AAOI, TSM, VICR, ONTO, LSCC, KLAC, ALAB, LAES, SKYT, KLIC, UMC, RMBS, LITE, GLW, COHR, VRT, QUBT, LWLG, NVTS, AXTI, MCHP, WOLF, IONQ, AMKR, TSEM, TER, CAMT, MRCY, CRDO, AMAT, NVMI, CDNS, LSRCY, ALMU, MTSI, AMSC, ENTG, SNPS, FN, JBL.
Obviously some of these are already massively up from when I entered more than a year ago, so you'll have to do some digging. I would be interested what anyone thinks about this portion of my thesis.