Bouma Capital

Bouma Capital BC invests where the future is quietly taking shape. Guided by the belief that the overlooked is often the underestimated.

[Bouma Capital @boumacapital]

@MilkArthu Allt gå o köpas förutom hälsa. Skönt o höra om din son 🫶

[Bouma Capital @boumacapital]

The decoupling in share price performance from $sive has started, with the rotation into $xfab gaining momentum.

[Bouma Capital @boumacapital]

@xnyz1339 Märkligt , snarare 100000 kr. https://t.co/UIMkbm6o25

[Bouma Capital @boumacapital]

$xfab, X-FAB is currently trading at a market capitalization below the $1.2 billion committed to its latest major CapEx program.

This means the market is valuing the entire company at less than the scale of its latest multi-year investment, which was launched to significantly expand production capacity across its global manufacturing sites.

[Bouma Capital @boumacapital]

$xfab, X-FAB’s Positioning in 800 V DC Systems

Let us discuss how X-FAB is positioned in the emerging 800 V DC power-electronics ecosystem, starting with AI data centers.

The rapid growth of AI computing, driven by companies such as $NVDA , is significantly increasing power density in data centers. Future AI systems are therefore creating demand for more efficient high-voltage DC power architectures, with 800 V DC emerging as a potential solution for reducing current, conduction losses, and the physical size of power-distribution infrastructure.

X-FAB is positioned primarily through its high-voltage and mixed-signal semiconductor technologies, supporting functions such as power monitoring, sensing, isolation, control, protection, and gate driving. These functions are essential for reliable operation of high-voltage power-conversion systems.

Overall, X-FAB can be viewed as a specialized semiconductor foundry enabling the control, monitoring, and interface functions required around 800 V power architectures, rather than as a supplier of the complete high-power switching stage.

[Bouma Capital @boumacapital]

$xfab, X-FAB will participate in ICSCRM 2026 in Yokohama, Japan, from September 28 to October 2.

X-FAB invites visitors to meet at Booth C1 and learn more about the company’s silicon carbide (SiC) solutions for next-generation power electronics and high-performance applications.

During the visit, they will also discuss X-FAB’s SiC manufacturing capabilities and its support throughout the development process, from prototyping to volume production.

[Bouma Capital @boumacapital]

@firemint149 People love the FOMO .

[Bouma Capital @boumacapital]

@xnyz1339 Hon får drömma …

[Bouma Capital @boumacapital]

@ibinvestorX Skit…..

[Bouma Capital @boumacapital]

$xfab, NVIDIA’s transition toward 800VDC power architectures for next-generation AI data centers could create a meaningful opportunity for X-FAB.

[Bouma Capital @boumacapital]

$xfab is insanely undervalued.

[Bouma Capital @boumacapital]

@QualCompounders LFGoooooooo

[Bouma Capital @boumacapital]

$xfab, X-FAB a specialty semiconductor foundry trading below its net asset value, making it a remarkably overlooked investment opportunity.

[Bouma Capital @boumacapital]

$xfab, X-FAB management needs to do a better job of communicating with shareholders and should take steps to reassess the stock’s valuation in line with its intrinsic value.

[Bouma Capital @boumacapital]

$xfab, Old data, which has likely changed significantly since then. The dip may have given institutions an opportunity to accumulate more shares and position themselves better for future returns, while the public float may have decreased even further.

If the public float becomes increasingly limited, volatility could rise significantly, as there may eventually be very few shares left available for sale.

[Bouma Capital @boumacapital]

@GavinDa83072875

[Bouma Capital @boumacapital]

$xfab, X-FAB appears to have bottomed out and the stock could see a significant re-rating.