“New Stock God” Serenity: Photon Technology-Related Stocks May Benefit Sequentially 3 to 15 Months After EU Chips Act Release

Odaily Odaily reports that "New Stock God" Serenity posted on platform X stating that the proposal for the EU Chips Act 2.0 has been officially released. Photon technology has been confirmed as a structural component of EU policy, which constitutes long-term positive news for the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies. This includes building and strengthening capabilities for advanced design, prototyping, and industrialization of photonic integrated circuits; expanding the EU's design capabilities in the photonics field; supporting pilot production lines and open semiconductor manufacturing facilities for photonic integrated circuits and related technologies; and developing and maintaining design libraries and design automation tools for photonic integrated circuits. Key policy focus areas 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 technology capabilities for photonic integrated circuits, including co-packaging, heterogeneous integration, and material platforms.

4. The strategic position of SOI wafers in the EU has been confirmed, with Soitec and Siltronic as key participants.

Serenity's analysis suggests that the bill structurally benefits leading European photonics companies, especially those involved in AI data centers. It expects related stocks to benefit sequentially within 3 to 15 months after the policy release, and the market may already be reacting proactively.