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)
Raccoononomics: @aleabitoreddit Any News about XFAB? Seems to go down every day
Author holds XFAB positions and believes the company is undervalued due to poor marketing, arguing it should benefit from Europe's sovereign AI supply chain push through its PhotonixFab silicon photonics leadership alongside IMEC and Ligentec, especially given recent export control discussions post-Fable.
