ETF

Over the last year I've been researching the semiconductor ecosystem and one thing that surprised me is how much attention goes to chip designers and GPU companies, while far less attention seems to be given to the companies that enable production and deployment.

I'm talking about businesses involved in areas like:

Advanced packaging

Semiconductor testing and inspection

Metrology and process control

High-purity systems and materials

Other physical infrastructure required to manufacture and scale advanced compute

It made me wonder whether the market is underestimating the importance of these infrastructure bottlenecks as AI demand continues to grow.

For those who follow semis closely:

Do you think this part of the supply chain is underappreciated by investors?

Are there existing investment products that already capture this exposure well?

Which infrastructure companies do you think will become more important over the next 5–10 years?

I'm genuinely interested in hearing different perspectives and seeing if others have come to similar conclusions. Also would love feedback on whether investors would find this type of exposure useful