Silex Systems Limited, a technology commercialization company, engages in the research and development, commercialization, and license of SILEX laser enrichment technology in Australia, the United States, and the United Kingdom.
“Kelper upgrades $XFAB to "Buy" citing: - Melexis demand strengthening “week-after-week, day-after-day” (their lead customer). - AI giving XFAB a structural growth leg with SiC, GaN, and photonics offsetting auto cyclicality. - Scarce Western speciality foundries like $SILEX commanding higher multiples. "X-Fab remains the cheapest specialty foundry peer on every multiple, trading at 4.8x 2027 …” post →
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| 2026-07-06T09:29:29 | Kelper upgrades $XFAB to "Buy" citing: - Melexis demand strengthening “week-after-week, day-after-day” (their lead customer). - AI giving XFAB a structural growth leg with SiC, GaN, and photonics offsetting auto cyclicality. - Scarce Western speciality foundries like $SILEX commanding higher mult… → · 673 likes · 266,937 views |
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