「Stock God」 Serenity Points Out Three Giants in the European Silicon Photonics Value Chain, EU Chip Act 2.0 Long-term Bullish for Photonics Track
BlockBeats News, June 3rd, "Stock God" Serenity published an article interpreting the EU Chip Act 2.0 proposal, believing that it brings a thematic benefit to the EU photonics industry. The new proposal identifies photonics as a structural addition to EU policy, with related wording including "supporting the development of photonic integrated circuits and related technologies," "establishing and enhancing the advanced design, prototyping, and industrial deployment capabilities of photonic integrated circuits," and "expanding the EU's design capabilities in the field of photonics," marking the formal inclusion of photonics in the EU's semiconductor strategy framework.
The more specific policy emphasis is on several key application areas: co-packaged optics and interconnect technology for AI data centers (beneficial to SIVE), the use 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 pointed out that Soitec and Siltronic, as core European companies in the SOI wafer field, were directly mentioned in the policy impact analysis, while XFAB was listed as part 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 shape, relevant targets will successively release specific information in the next 3 to 15 months.
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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