“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release

Odaily Planet Daily News: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural component of EU policy, which constitutes a long-term positive for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits (PICs) and related technologies. This includes building and strengthening the advanced design, prototyping, and industrialization capabilities for PICs, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for PICs and related technologies, and developing and maintaining design libraries and design automation tools for PICs. The key policy directions include:

1. Co-packaged optics (CPO/interconnects) for AI data centers, benefiting Sivers (SIVE)

2. Silicon photonics applications for high-bandwidth data center interconnects, benefiting X-FAB (XFAB)

3. Strengthening production technical capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms

4. The strategic position of SOI wafers within the EU is confirmed, with Soitec and Siltronic being key participants

Serenity's analysis indicates that the Act structurally benefits leading European photonics companies, especially those involved in AI data centers. It is expected that related stocks will benefit sequentially within 3 to 15 months after the policy release, and the market may have already started to react in a forward-looking manner.