&#34;Silicon photonics scaling hits wafer testing bottleneck&#34;- $Formfactor(FORM.US) (helps that ficontec left), $Aehr Test(AEHR.US) - Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830)- Then large cap Cap - $Teradyne(TER.US), Advantest (6857) Are some decent exposure off the top of my head if you’re curious. I’ll make a deeper dive ETF for you all soon.Source: Serenity

Formfactor

Aehr Test

Teradyne

Maison Solutions

Advantest Corp.

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;