“New Stock God” Serenity places trading signals/orders for XFAB: a severe mismatch between valuation and assets—the only high-capacity silicon carbide foundry in the United States

BlockBeats News, June 3rd, "New Stock God" Serenity compares two semiconductor companies listed in the European and American markets.
The Nasdaq-listed POET has a market value of about $2.4 billion, and its business involves packaging Sivers lasers, currently with only one pre-production contract worth $50 million with attached warrants.
Meanwhile, the European-listed X-FAB (XFAB) has a market value of only $1.7 billion but possesses core assets far exceeding its market value — it is one of the few global foundries to receive funding from both the EU CHIPS Act and the US CHIPS Act, and its current valuation is even below its reset price-to-book ratio.

Serenity further lists XFAB’s differentiated advantages: Nvidia and Nokia are directly evaluating its pre-commercial silicon photonics foundry production line, with production ramping expected between 2027 and 2028; the company, as a foundry, is leading a large-scale expansion of the European photonics supply chain, deeply collaborating with core European institutions such as IMEC, CEA-Leti, Ligentec, and Smart Photonics; its clients include Nuvoton Semiconductor, Power Integrations, and Lite-On. Serenity specifically cites the official US Department of Commerce’s characterization — "XFAB is the only high-capacity silicon carbide foundry in the United States," highlighting its strategic value amid trade barriers and the trend toward domestic supply chains.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments