Author notes lack of news for $XFAB and criticizes its marketing. However, they believe XF
Author notes lack of news for $XFAB and criticizes its marketing. However, they believe XFAB is a key player in Europe's silicon photonics (PhotonixFab) and sovereign AI supply chains, yet the market hasn't connected these dots. Author holds a position and is watching.
“Don’t think there’s any new news from $XFAB. Their company needs to do a better job with marketing materials though. Since nobody thinks they’re optical ai dc or power semi adjacent exposure apparently. However, I would have thought that since they’re leading Europe’s silicon photonics value chain efforts with PhotonixFab. And apparently everyone + EU are discussing sovereign AI supply chains after Fable’s export controls. One might think they’re a major beneficiary alongside IMEC, ligentec and others in the sovereign AI push? Anyway, markets can always disagree or maybe they didn’t link things together. Regardless, I’m just curious how this plays out. (Disclosure, own positions)”Original post：X / @aleabitoreddit ↗