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北京时间·🕒 发布 21:18:06时区推断·⟳ 抓取 21:23:25·⚡ 决策 06-17 21:25:58 +2m33s·131.9 天前
KOL发帖称XFAB具备硅光子与主权AI供应链逻辑但市场未定价
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Don’t think there’s any new news from $XFAB. Their company needs to do a better job with marketing materials though. Si…
不做 XFAB.US
纯观点帖，作者明确表示无新新闻，仅为硅光子与主权AI老逻辑重提，缺乏短期实质性催化剂，属噪音。
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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)
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)
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