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"New Stock God" Serenity: Optimistic about semiconductor foundry XFAB, Europe's CPO deployment may be underestimated by the market
BlockBeats News, June 6 — The "new stock god" Serenity posted that it remains optimistic about the semiconductor foundry XFAB (PhotonixFAB), believing the company has the potential to become an early-stage TSEM (Tower Semiconductor). Its current market capitalization of approximately $1.4 billion does not yet reflect its long-term value in the advanced packaging optical (CPO) field.
Serenity stated that XFAB is deploying new-generation integrated solutions such as transfer printing technology (MTP) and thin-film lithium niobate (TFLN) to prepare for the large-scale commercial inflection point of CPO in the second half of 2027. According to ASX documents, PhotonixFAB is listed as one of the manufacturers focused on CPO.
It said that NVIDIA is evaluating whether XFAB’s optical transceivers and switches can achieve mass production, with Nokia responsible for related specifications and assembly work. If the European supply chain, including Smartphotonics, can operate smoothly, XFAB is expected to benefit from capacity expansion driven by NVIDIA’s long-term orders, similar to Tower Semiconductor.
Serenity believes that XFAB’s current valuation is below its reset cost, and it also has growth opportunities in silicon carbide (SiC) and gallium nitride (GaN) power semiconductors, which may benefit from future European and US chip subsidy policies.
It pointed out that, due to Europe’s push to establish an independent photonics industry chain, and NVIDIA’s desire to strengthen relations with European regulators, even if large-scale orders are not secured in the future, XFAB has a high probability of obtaining some project support. However, since the market is more inclined to wait for clear catalysts such as "NVIDIA signing billion-dollar contracts," the company’s valuation at that time could be far above current levels, so the market has almost not assigned the proper value to its European CPO exposure.