XFAB
XFABWho's tracking it
People we track who have mentioned this stock — their take and the move.
The author discusses $XFAB's ER, confirming its exposure to CPO and 800V shifts, with phot
Company explicitly confirmed exposure to co-packaged optics (CPO) and 800V transition, with multiple SiC design wins and photonics volume production planned for 2028. The author's thesis on growth opportunities is validated.
Source: X / @aleabitoreddit ↗Kelper upgrades XFAB to Buy, citing strong Melexis demand, AI-driven growth in SiC/GaN/pho
Kelper upgrades to Buy with strong fundamental evidence: Melexis demand strengthening continuously, AI providing structural growth in SiC/GaN/photonics, and shares trading at 4.8x 2027 EV/EBITDA versus peer median 14.5x.
Source: X / @aleabitoreddit ↗X-Fab (XFAB) receives €127.4 million from the CHIPS Act for its MEMS foundry project Fab4M
Company receives substantial EU funding for a flagship MEMS foundry, reinforcing its strategic position in European semiconductor supply chain.
Source: X / @aleabitoreddit ↗Bernstein upgraded XFAB to outperform and raised its price target from €5 to €12.8. The au
Bernstein upgraded XFAB to outperform with a PT of €12.8 from €5. The author supports this bullish stance beyond the reactive upgrade, highlighting the potential from silicon photonics foundry deals with Photonixfab/Nvidia and LIGENTEC for TFLN on SOI, which could lead to high-volume manufacturing.
Source: X / @aleabitoreddit ↗Author notes lack of news for $XFAB and criticizes its marketing. However, they believe XF
Author implies XFAB is undervalued due to market ignorance of its role in silicon photonics (PhotonixFab) and sovereign AI supply chains, but provides no catalyst or strong conviction—only curiosity.
Source: X / @aleabitoreddit ↗The author recaps core European long positions across photonics, semiconductors, and edge
SiC foundry with EU/US CHIPS Act backing; 152% Y/Y SiC growth; silicon photonics foundry evaluated by Nvidia; low price/book.
Source: X / @aleabitoreddit ↗The author highlights XFAB as an emerging Silicon Photonics foundry alternative to TSEM an
XFAB is building a Silicon Photonics foundry alternative to TSEM and GFS, with European backing and Nvidia evaluations, aiming for production scale by 2028. The author sees the market as undervaluing it due to TTM revenue focus.
Source: X / @aleabitoreddit ↗The author describes a discretionary, inference-based investing style that relies on unstr
Emerging silicon photonics player mentioned in ASE and government docs, being evaluated by NVDA, but no clear revenue yet; pure guesswork on pre-commercial process.
Source: X / @aleabitoreddit ↗The author speculates that X-Fab could become the next Tower Semiconductor, benefiting fro
Author positions X-Fab as an early-stage CPO foundry play that could volume ramp with Nvidia/Nokia by H2 2027, supported by EU sovereignty motive and government backing. The underlying MTP architecture is described as 'black magic' next-gen integration IP. Core business (SiC/GaN, automotive) provides downside floor.
Source: X / @aleabitoreddit ↗
