XFAB X-FAB Silicon Foundries SE Loading... : Bullish and Bearish Analyst Opinions
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10:30
Aug 13
Aug 13
XFAB bargain on EU CHIPS Act photonics catalyst
Buy XFAB at ~$1.3B market cap given EU CHIPS Act 2 photonics catalyst, silicon photonics relationship with NVDA (via photonixFAB), SiC foundry exposure, government grant backstop, and depressed ~1.29x P/B valuation with 6.5-8.5x fwd P/E by 2028.
MED
14:43
Aug 12
Aug 12
The author lists photonics stocks as interesting from current levels without stating any.
The author lists photonics stocks as interesting from current levels without stating any position or explicit forward call, so they are indexed as watch.
LOW
23:00
Aug 11
Aug 11
XFAB benefits from AI optical buildout
Buy XFAB as a photonics/specialty fab beneficiary of AI-driven optical interconnect demand, with Lumentum's earnings confirming accelerating sector momentum into 1.6T and CPO adoption.
MED
22:57
Aug 11
Aug 11
Author names Sivers and X-FAB as next beneficiaries of AI compute demand without stating.
Author names Sivers and X-FAB as next beneficiaries of AI compute demand without stating a position or forward call.
LOW
05:24
Aug 11
Aug 11
This is a detailed supply-chain research map of the silicon photonics value chain.
This is a detailed supply-chain research map of the silicon photonics value chain, listing beneficiaries across design, foundry, packaging, and test without any explicit author position or forward-looking trade call.
08:38
Aug 10
Aug 10
European foundry at book value, photonics upside
Buy XFAB, one of the few profitable European foundries, trading near book value with downside protection; completed capex cycle and upcoming photonics/robotics revenue diversification post-2028 provide asymmetric upside beyond current 65% automotive exposure.
MED
19:31
Jul 31
Jul 31
Long XFAB, added post-earnings after the company confirmed CPO (co-packaged optics) and 800V.
Long XFAB, added post-earnings after the company confirmed CPO (co-packaged optics) and 800V power exposure; near-term catalyst may take time to materialize but thesis is verified.
HIGH
08:34
Jul 31
Jul 31
Watch XFAB as an early-stage SiC/MEMS foundry and photonics/CPO play.
Watch XFAB as an early-stage SiC/MEMS foundry and photonics/CPO play; the author likes the unmodeled 2028 revenue upside but flags it as early, with H2 2026 bringing closer catalysts.
MED
08:25
Jul 31
Jul 31
Watch XFAB as ER confirmed direct CPO and 800V/SiC exposure.
Watch XFAB as ER confirmed direct CPO and 800V/SiC exposure; three silicon photonics projects in development, new data center design wins, and photonics volume production ramp expected 2028 support a rerating thesis once revenue inflects.
MED
09:29
Jul 06
Jul 06
Watch XFAB as Kelper upgrades to Buy citing strengthening Melexis demand and AI growth vectors.
Watch XFAB as Kelper upgrades to Buy citing strengthening Melexis demand and AI growth vectors; author is researching but not taking a position.
MED
08:21
Jul 03
Jul 03
Author sarcastically dismisses XFab as just one of many issues, not a trade idea or position.
LOW
19:24
Jun 23
Jun 23
Author explicitly discloses current holding and active buying of XFAB as part.
Author explicitly discloses current holding and active buying of XFAB as part of a semiconductor/AI-enabler basket, framing current levels as a buying opportunity before a broader AI rotation.
MED
14:40
Jun 23
Jun 23
Government grant of €127M announced for MEMS/photonics expansion.
Government grant of €127M announced for MEMS/photonics expansion, representing 10% of market cap.
LOW
14:39
Jun 23
Jun 23
Author reports XFAB receiving €127.4M from CHIPS ACT for MEMS foundry expansion.
Author reports XFAB receiving €127.4M from CHIPS ACT for MEMS foundry expansion, but the production start is in 2028 and no personal position is stated.
LOW
10:56
Jun 23
Jun 23
Long XFAB on Bernstein upgrade to €12.8, with upside from automotive recovery.
Long XFAB on Bernstein upgrade to €12.8, with upside from automotive recovery, SiC/power semi ramp, and potential silicon photonics foundry catalyst.
MED
17:55
Jun 21
Jun 21
Co-mentioned in thematic hyperscaler capex doubling basket as moderate/edge alignment.
Co-mentioned in thematic hyperscaler capex doubling basket as moderate/edge alignment; specialty foundry for power, analog, and sensor chips used in AI systems.
MED
17:53
Jun 21
Jun 21
Specialty foundry for power/analog/sensors cited as moderate beneficiary of AI systems buildout.
Specialty foundry for power/analog/sensors cited as moderate beneficiary of AI systems buildout under hyperscaler capex doubling scenario.
MED
12:34
Jun 19
Jun 19
Author reflects on past long ideas in XFAB and SOI but does not state any current position.
Author reflects on past long ideas in XFAB and SOI but does not state any current position or forward-looking call.
LOW
09:24
Jun 19
Jun 19
Watch XFAB as a longer-term play; author sees recovery potential in H2 from the automotive.
Watch XFAB as a longer-term play; author sees recovery potential in H2 from the automotive slump but does not disclose a position.
MED
13:18
Jun 17
Jun 17
Long XFAB as a European silicon photonics leader via PhotonixFab.
Long XFAB as a European silicon photonics leader via PhotonixFab, positioned to benefit from sovereign AI supply chain buildout and export control tailwinds — author explicitly discloses owning positions despite market failing to connect the thesis.
MED
14:56
Jun 15
Jun 15
Long X-FAB as a SiC and silicon photonics foundry backed by EU/US CHIPS Act.
Long X-FAB as a SiC and silicon photonics foundry backed by EU/US CHIPS Act; Nvidia is actively evaluating their silicon photonics foundry, SiC vertical grew 152% Y/Y, and the stock trades below replacement P/B — author views this as a significant mispricing with power semi exposure providing downside cushion.
MED
14:43
Jun 15
Jun 15
Author states they have never touched Xfab or Sivers, providing no directional view or position.
LOW
13:21
Jun 14
Jun 14
Named in ranked AI list; specialty foundry with photonics and power semi exposure.
Named in ranked AI list; specialty foundry with photonics and power semi exposure, government capex backing, cited as undervalued in AI-critical processes.
MED
07:35
Jun 12
Jun 12
Watch XFAB as a critical western supply-chain name with potential upside as the market.
Watch XFAB as a critical western supply-chain name with potential upside as the market discovers its role.
MED
16:49
Jun 11
Jun 11
Watch this basket of Western semiconductor/substrate/photonics names as beneficiaries of CHIPS.
Watch this basket of Western semiconductor/substrate/photonics names as beneficiaries of CHIPS Act subsidies and US supply-chain buildout; framed as a research/beneficiary map, not author-owned positions.
MED
16:13
Jun 11
Jun 11
Watch this basket of US/Western semiconductor and photonics supply-chain names as critical.
Watch this basket of US/Western semiconductor and photonics supply-chain names as critical nodes receiving government subsidies and CHIPS Act grants to secure domestic AI infrastructure — research/beneficiary map, not author-owned positions.
MED
09:54
Jun 11
Jun 11
Watch XFAB as an early-stage silicon photonics foundry play with EU backing and NVDA.
Watch XFAB as an early-stage silicon photonics foundry play with EU backing and NVDA evaluations, and TSEM as a de-risked alternative the author also likes. No current position disclosed.
MED
08:51
Jun 11
Jun 11
Author notes positive chart setup and institutional backing (serenity) for XFAB.
Author notes positive chart setup and institutional backing (serenity) for XFAB, despite personal reservations; no explicit position taken.
LOW
21:43
Jun 10
Jun 10
Named as a notable specialty semiconductor foundry manufacturing chips used across AI.
Named as a notable specialty semiconductor foundry manufacturing chips used across AI and industrial markets in a thematic AI basket.
MED
13:55
Jun 10
Jun 10
Watch European photonics/power semi supply chain for recovery after recent sell-off.
Watch European photonics/power semi supply chain for recovery after recent sell-off; follow-the-leader move expected.
MED
About XFAB Analyst Coverage
Buzzberg tracks XFAB (X-FAB Silicon Foundries SE) across 15 sources. 14 bullish vs 0 bearish calls from 15 analysts. Sentiment: predominantly bullish (20%). 70 total trade ideas tracked. Past 7 days: 3 bullish, 3 watch. Latest voices: pepinveststocks, photoncap, italianinvesto.