作者指出$XFAB没有新消息，且营销不足。但作者认为该公司在欧洲硅光子（光子Fab项目）和主权AI供应链中扮演关键角色，只是市场尚未将这些联系起来。作者持有仓位并保持观望。
作者指出$XFAB没有新消息，且营销不足。但作者认为该公司在欧洲硅光子（光子Fab项目）和主权AI供应链中扮演关键角色，只是市场尚未将这些联系起来。作者持有仓位并保持观望。
“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)”原帖：X / @aleabitoreddit ↗