Bernstein將XFAB評級上調至跑贏大盤，並將目標價從5歐元大幅上調至12.8歐元。作者原諒Bernstein過去對Kioxia和英特爾的錯誤判斷，但認為這次上調只是對汽車復
Bernstein將XFAB評級上調至跑贏大盤，並將目標價從5歐元大幅上調至12.8歐元。作者原諒Bernstein過去對Kioxia和英特爾的錯誤判斷，但認為這次上調只是對汽車復甦和SiC/功率半導體增產的反應性調整。作者認為若市場開始將XFAB進軍高量產（特別是透過與Photonixfab（含Nvidia）及LIGENTEC合作開發的矽光學晶圓廠，用於SOI上的TFLN）可能性納入定價，股價可能遠低於其潛力。作者整體看好XFAB，並關注其未來走向。
“$XFAB upgraded to outperform with a PT of €12.8 by Bernstein, up from €5. Okay I forgive you Bernstein for Kioxia and Intel. I still think that’s just reactive PTs off automotive recovery, SiC/power semi ramp up. And undershooting potential a lot… If markets price in the possibility of xfab moving to HVM. On their silicon photonics foundry w/ photonixfab / Nvidia + LIGENTEC for TFLN on SOI. Regardless I’m bullish too on XFAB and curious where it heads.”原帖：X / @aleabitoreddit ↗