X-FAB — European specialty analog foundry
“$XFAB upgraded to outperform with a PT of €12.8 by Bernstein, up from €5. Okay I forgive you Bernstein for Kioxia and Intel. I still think that’s just reactive PTs off automotive recovery, SiC/power semi ramp up. And undershooting potential a lot… If markets price in the possibility of xfab moving to HVM. On their silicon photonics foundry w/ photonixfab / Nvidia + LIGENTEC for TFLN on SOI. R…” post →
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| 2026-09-07T04:14:23 | Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown: 1. $AXTI - InP substrates 2. $NBIS - Neoclouds 3. $MU - Memory 4. $INTC - Foundry 5. $LITE - Photonics 6. $IQE - Epiwafers 7. $AAOI - Photonics 8. $GDRZF - Venezuela 9. $AEHR - Machines 10. $EW… → · 2203 likes · 456,882 views |
| 2026-08-30T06:24:05 | It’s been a little disappointing to see a pattern with some people I've interacted with on X: - try to engage with the same audience, then quickly move toward aggressively monetizing it - get upset when I choose not to participate in or amplify paid groups - throw out personal or illogical att… → · 2395 likes · 268,731 views |
| 2026-07-31T08:25:39 | For $XFAB ER transcript: Just to recap, my idea on $XFAB foundry growth opportunities stemmed from SiC for 800v and photonixfab/MTP for CPO applicability. - $XFAB: "We are making progress in co-packaged optics". - "The transition to 800v... is expected to support demand for both SiC and Ga… → · 570 likes · 302,519 views |
| 2026-07-31 | Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER, even after $NVDA $1.5B deal + $TSM 10Y agreement. It's more of a 2028 name though, though they have separate ramps in 2027. - Did some cost averaging on names like Foci on drop to 400 (lea… → · 326 likes · 66,496 views |
| 2026-07-31 | Yeah my thought was $XFAB could be an early $TSEM with actual SiC/MEMs foundry kinda bridging the gap while they develop their photonics arm. They did reiterate exposure to CPO and 2028 timeline isn't priced into any revenue models yet (which I liked about them). Might be a tad early, but we're … → · 105 likes · 16,457 views |
| 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… → · 671 likes · 270,673 views |
| 2026-06-30T01:10:57 | I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious for… → · 3563 likes · 543,475 views |
| 2026-06-23T14:39:35 | Today, $XFAB (1.23B MC) receives €127.4 million from CHIPS ACT for their MEMS Foundry. "The «Fab4Micro» in Erfurt is a key project for the technological sovereignty of Germany and Europe, explained Thuringia’s head of government." The production start is planned in 2028 (finanzen). With Europe'… → · 976 likes · 520,040 views |
| 2026-06-23T10:55:58 | $XFAB upgraded to outperform with a PT of €12.8 by Bernstein, up from €5. Okay I forgive you Bernstein for Kioxia and Intel. I still think that’s just reactive PTs off automotive recovery, SiC/power semi ramp up. And undershooting potential a lot… If markets price in the possibility of xfab movin… → · 742 likes · 378,746 views |
| 2026-06-19 | So short term ramp, I see $LPK probably might be more parabolic. Since when equipment suppliers switch from qualification to volume production as seen with $AEHR or $AIXA recently, they tend to get re-rated to $3-7B MCs. But 99% are structurally more capped on where they head. Long term, I per… → · 184 likes · 25,976 views |
| 2026-06-19 | @carlosfagar $XFAB hasn't even been a month... I made this post saying I'd prefer if long ideas were validated on medium term timeframes, not in 3 weeks lol. $SOI is up over 175% since I shared my idea? → · 198 likes · 98,118 views |
| 2026-06-19 | @commieserenity $XFAB is more of a 2027/2028 play, but should recover independently h2 imo without silicon photonics, as they should come out of the automotive slump. → · 104 likes · 15,547 views |
| 2026-06-17T13:18:06+00:00 | Don’t think there’s any new news from $XFAB. Their company needs to do a better job with marketing materials though. Since nobody thinks they’re optical ai dc or power semi adjacent exposure apparently. However, I would have thought that since they’re leading Europe’s silicon https://t.co/5ZnTeD… → · 800 likes · 413,238 views |
| 2026-06-15T14:56:05 | Just as a recap, these were all my core European longs: 1. $SIVE 2. $LPK 3. $SOI 4. $RPI 5. $IQE 6. $ALRIB 7. $XFAB Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO. Embedded in many hyperscaler suppliers from Jabil → · 2582 likes · 791,516 views |
from2028 — cross-site stock view. Rebuilt at publish time.