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北京时间·源无时间·以抓取为准·⟳ 抓取 06-11 17:54:56回填·⚡ 决策 06-16 13:00:00·133.2 天前
KOL看好X-FAB(XFAB)硅光子代工潜力，称获NVDA评估及欧洲支持
📄 原文aleabitoreddit↗ 原文
Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. A…
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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).
$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).
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