---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000768670.md"
description: "​My decision to shift some capital into the Corgi Lithography & Semiconductor Photonics ETF is paying off, with the position now showing a +16.29% return.​While individual stock picking in the semiconductor space can provide high alpha, it also introduces significant volatility. By holding ETFs, a diversified exposure to the critical lithography and photonics supply chain that underpins the entire AI infrastructure super-cycle can be achieved. It acts as an excellent stabilizer for my portfolio, allowing me to capture industry-wide growth without the concentration risk associated with holding only a few select manufacturers.​Seeing this position move from a minor initial drawdown to a double-digit gain confirms that the broader trend in semiconductor manufacturing equipment remains firmly intact.​"
datetime: "2026-06-30T14:25:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000768670.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000768670.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000768670.md)
author: "[AK-47](https://longbridge.com/en/profiles/25464624.md)"
generator: "portal-rs"
---

# ​My decision to shift some capital into the Corgi …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**