"New Stock God" Serenity: Photonics-related stocks may gradually benefit within 3 to 15 months after the release of the EU CHIPS Act
According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and strengthening advanced design, prototyping, and industrialization capabilities for photonic integrated circuits; expanding the EU’s design capabilities in the photonics field; supporting pilot production lines and open semiconductor manufacturing facilities for photonic integrated circuits and related technologies; and developing and maintaining design libraries and design automation tools for photonic integrated circuits. The policy’s key directions include:
1. Co-packaged optics (CPO/interconnection) aimed at AI data centers, benefiting Sivers (SIVE)
2. Silicon photonics applications for high-bandwidth data center interconnections, benefiting X-FAB (XFAB)
3. Strengthening photonic integrated circuit manufacturing technologies, including co-packaging, heterogeneous integration, and material platforms
4. The strategic position of SOI wafers in the EU has been confirmed, with Soitec and Siltronic as participants
Serenity’s analysis suggests that this act will structurally benefit leading European companies in the photonics industry, especially those involved with AI data centers. Related stocks are expected to benefit progressively within 3 to 15 months after the policy’s publication, with the market potentially already starting to react proactively.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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