🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 06-03 13:37:07时区推断·⟳ 抓取 06-03 16:01:43回填·⚡ 决策 06-16 19:19:48·132.9 天前
KOL称欧洲芯片法案2.0将优先光子学并点名XFAB与SIVE
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Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to pr…
不做 XFAB.US
X-FAB实际在泛欧交易所上市(XFAB.PA)，信号给定的XFAB.US在美股主板不存在或仅为极低流动性OTC，无法进行有效的事件驱动交易。
不做 SIVE.US
Sivers Semiconductors实际在斯德哥尔摩交易所上市(SIVE.ST)，信号给定的SIVE.US在美股主板不存在或仅为极低流动性OTC，无法进行有效的事件驱动交易。
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展开原文 · 853 字
Europe is releasing its Tech Sovereignty Package, today June 3rd.
This includes, CHIPS ACT 2.0, which is expected to prioritize photonics.
Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation.
This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes.
To bridge early European companies to volume production.
I personally expect my two thesis ideas to be large beneficiaries:
- $XFAB, given they're leading Europe's SiPH value chain, with Nokia and Nvidia evaluating them for photonics HVM.
- and $SIVE as Europe's leader for lasers in AI datacenters, scaling lasers to mass production in 2027.
More details will be announced today, but this is a structural tailwind to photonics critical to Western and especially EU supply chains.
This includes, CHIPS ACT 2.0, which is expected to prioritize photonics.
Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation.
This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes.
To bridge early European companies to volume production.
I personally expect my two thesis ideas to be large beneficiaries:
- $XFAB, given they're leading Europe's SiPH value chain, with Nokia and Nvidia evaluating them for photonics HVM.
- and $SIVE as Europe's leader for lasers in AI datacenters, scaling lasers to mass production in 2027.
More details will be announced today, but this is a structural tailwind to photonics critical to Western and especially EU supply chains.
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