"New Stock God" Serenity highlights the three major leaders in Europe's silicon photonics value chain, and the EU Chip Act 2.0 is a long-term positive for the photonics sector.

Mars Finance News: On June 3, “New Stock God” Serenity published a post to interpret the EU Chip Act 2.0 proposal, believing it is a thematic positive for the EU photonics industry. The new proposal identifies photonics as a structurally added component of EU policy, with related wording including “supporting the development of photonic integrated circuits and related technologies,” “establishing and strengthening advanced design, prototyping and industrial deployment capabilities for photonic integrated circuits,” and “expanding the EU’s design capabilities in photonics,” indicating that photonics has been formally incorporated into the EU semiconductor strategic framework.

More specifically, the policy focus points to several application areas: co-packaged optical and interconnect technologies for AI data centers (benefiting SIVE), the application of silicon photonics in high-bandwidth data center interconnects, and manufacturing technologies such as co-packaging and heterogeneous integration of photonic integrated circuits (directly benefiting XFAB). Serenity also noted that Soitec and Siltronic—core European companies in the SOI wafer field—were directly named in the policy impact analysis, while XFAB was listed as one of the components of the current funding framework, further confirming its leading position in the European silicon photonics value chain. It is predicted that, as the policy framework takes effect, relevant entities may gradually release specific information over the next 3 to 15 months.