Why do I keep getting these questions!!!
$XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations.
It takes time... Like October 2026, should finish up development.
Then 2027 production scaled into 2028 (mass production), since they've been working on it since 2023.
Everyone thinks itâs a depressed automaker supplier right now. And thankfully with European names they tend to look at TTM revenue over forward growth.
So somehow itâs leading EUâs efforts to create a $TSEM silicon photonics foundry + supply chain at ~âŹ1.1B MC?
That R&D directors from ASE cite + others as future CPO routes.
Iâm might just really early to a lot of things, but of course most of the risk/reward comes from taking a little leap of faith in seeing it commercialized.
Otherwise people can take the de-risked route with Tower directly (which I also wrote a thesis on awhile back and also like).
@Cogneur2Faf Yâa quand mĂȘme des mesures pour aider à ça, du style la mensualisation etc... Et surtout si câest pour gagner 3 fois plus, câest mieux que de mettre 50e sur son livret A tous les mois