🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 06-03 19:50:32时区推断·⟳ 抓取 06-03 19:56:37·⚡ 决策 06-16 19:17:34 +12d23h·133.2 天前
KOL对比POET与XFAB，看多XFAB硅光代工并传闻NVDA评估
📄 原文Serenity↗ 原文
The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production cont…
不做 XFAB.US
X-FAB主要在Euronext上市，美股OTC(XFBGF)流动性极差且无正式主板代码；此外推文声称NVDA/NOK评估其硅光代工属重大利好，但无任何一手来源证实，触碰未证实传闻红线。
不做 POET.US
推文仅将其作为市值对比的锚以衬托XFAB，无看多逻辑；纯KOL喊单噪音，无实质催化剂。
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The difference between NASDAQ and EU listing:
$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT
-> Below replacement P/B value
-> $NVDA, $NOK direct eval of their pre-commercial SiPH foundry, volume ramping 2027/2028
-> $XFAB leading high-volume scaling of Europe's photonic supply chains as the foundry, with IMEC/CEA-Leti, Ligentec, Smart photonics, PHIX Photonics, Luceda Photonics, and Europe's photonic players under it.
-> Leading customers like $NVTS, $POWI, Lite-On
-> US from Dpt. of Commerce: "the only high-volume SiC foundry in the U.S."
$POET: $2.4B MC
-> Packages Sivers lasers
-> One $50m pre-production contract for warrants
> $XFAB: $1.7B MC
->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT
-> Below replacement P/B value
-> $NVDA, $NOK direct eval of their pre-commercial SiPH foundry, volume ramping 2027/2028
-> $XFAB leading high-volume scaling of Europe's photonic supply chains as the foundry, with IMEC/CEA-Leti, Ligentec, Smart photonics, PHIX Photonics, Luceda Photonics, and Europe's photonic players under it.
-> Leading customers like $NVTS, $POWI, Lite-On
-> US from Dpt. of Commerce: "the only high-volume SiC foundry in the U.S."
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