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"New Stock God" Serenity: Optimistic about semiconductor foundry XFAB, Europe's CPO deployment may be underestimated by the market

MarsBitNews
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Mars Finance News, June 6 — "New Stock God" Serenity announced 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 advancing through transfer printing technology (MTP) and new-generation integrated solutions such as thin-film lithium niobate (TFLN), planning to reach a large-scale commercial breakthrough in CPO by the second half of 2027. According to ASX filings, PhotonixFAB is listed as one of the manufacturers focused on CPO. It is said that NVIDIA is evaluating whether XFAB’s optical transceiver and switch solutions 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 NVIDIA’s long-term orders and capacity expansion, 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, potentially benefiting from future chip subsidy policies in Europe and the US. 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 prefers to wait for clear catalysts such as "NVIDIA signing billion-dollar contracts," the company’s valuation at that time could be far above the current level, so the market has almost not assigned the proper value to its European CPO exposure.
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