作者强调XFAB正在成为TSEM和GFS的硅光子代工厂替代方案，并获得欧洲支持和英伟达评估。开发预计于2026年10月完成，2027年投产，2028年逐步扩产至大规模生产。作者认为
作者强调XFAB正在成为TSEM和GFS的硅光子代工厂替代方案，并获得欧洲支持和英伟达评估。开发预计于2026年10月完成，2027年投产，2028年逐步扩产至大规模生产。作者认为市场误将XFAB视为低迷的汽车供应商，而实际上它正在引领欧盟的硅光子布局。风险回报被视为早期阶段，但具有商业化潜力。
“Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations. It takes time... Like October 2026, should finish up development. Then 2027 production scaled into 2028 (mass production), since they've been working on it since 2023. Everyone thinks it’s a depressed automaker supplier right now. And thankfully with European names they tend to look at TTM revenue over forward growth. So somehow it’s leading EU’s efforts to create a $TSEM silicon photonics foundry + supply chain at ~€1.1B MC? That R&D directors from ASE cite + others as future CPO routes. I’m might just really early to a lot of things, but of course most of the risk/reward comes from taking a little leap of faith in seeing it commercialized. Otherwise people can take the de-risked route with Tower directly (which I also wrote a thesis on awhile back and also like).”原帖：X / @aleabitoreddit ↗