$XFAB（X-FAB） · 海外大V持仓追踪

$XFAB 现在是什么情况？

最近有人说了 $XFAB 什么？

下面是最近 8 条提及 $XFAB 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-08-30中性原文
  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 attacks and try to reframe that as simply disagreeing over fundamentals When I first joined X, a lot of finance content revolved around watches/private jets + options, paywalled communities promising the "secrets of Wall Street," and squiggly-line charts. One of the things I've wanted to do differently is publish my research and reasoning openly, for everyone. I think this definitely resonated with folks given my follower growth. But of course, this growth can also create friction with people whose business models rely on using X to funnel audiences into paid services or expensive paywalls. My subscription has been $1 for months and will stay at the minimum, despite claims at the beginning I would raise it to $100. All of my core theses are published on the main timeline for free. I could put substantially more behind a paywall. I just don't want to. I just prefer sharing the ideas openly and letting everyone decide for themselves. Many ideas have worked out well: $AXTI, $NBIS, $AEHR, $MU, $INTC, $EWY, $MRVL, $LITE, $RPI, $IQE, $SOI, $TSEM, $ARM, $COHR, and a lot more. Others ran into unexpected industry delays, like $LPKF with glass substrates and Auros with hybrid bonding. Some are still playing out into 2027/2028, including $SIVE, Foci, Shunsin, $CCXI, $XFAB and the broader CPO/humanoid themes. Some are brand new like Etron/ESMT for DDR2/DDR3. And many like $JBL to Murata to $MXL, I just share for fun to see if the idea is right. Not every idea will be right. That's part of research. But I'd much rather have an X where people openly publish the thesis and reasoning so everyone can learn from it. Than one where information increasingly disappears behind $100 paywalls or becomes diluted with engagement-bait noise. Hopefully I can help create a new culture on X rather than amplify the old one.
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• 2026-07-31中性原文
  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 GaN... for XFAB" So those analysts/people that were confidently bearposting about $XFAB that they had "0 exposure to 800V, photonics, CPO" just turned out plainly wrong. At the time I shared my idea, industry materials showed ASE and others cited photonixfab + XFAB as an upcoming CPO player in EU. And filings showed they had exposure names like $NVTS / $POWI in general. So glad $XFAB went out to explicitly clear things up to state they were developing in CPO/800v. Okay back to the ER: - "We continue to expect photonics volume production to start in 2028". Company currently has three silicon photonics projects in development with key partners. I thought it would ramp sometime in H2 2027, but was probably early by a few months. - Several new data center design wins, eg. 3 new SiC design wins (consistent with general 2027 ramp as 800v deployment takes off). So once those ramp in 2027-2028, (markets tend to price things ahead of time), I'd expect $XFAB to be rerated based on growth opportunities. TLDR: - Current revenue numbers not as impressive. - $XFAB confirmed direct exposure to CPO and 800V shifts (biggest win for thesis) - 800V exposure opportunities for SiC (should be 2027) - Timeline is 2028 ramp for photonics volume production Happy exposure thesis to CPO/800V was confirmed from this ER. Might be a bit of waiting for revenue ramp.
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• 2026-07-31中性原文
  @jim29223471 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 getting closer in H2 2026 and the ER statements were very helpful.
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• 2026-07-31看多原文
  @RockyKh49376975 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 (leading FAU supplier to $TSM COUPE + $NVDA, COUPE shows signs of ramp now from other ERs like $FORM). Added some $XFAB too after earnings since they verified CPO + 800V exposure, might be a bit of waiting though. Added $LPK on the 13 EU doomdrop, GCS isn't going anywhere, think volume ramp just got delayed a quarter because of Absolics delay and I'm fine waiting 3 months. CoPoS, Samsung, and others should drive demand more in 2027. And added OE Solutions on drop to ~14,000 KRW, thought it was strange Korea's leading EML company with independent InP fabs was only worth ~$110M MC. - Names like Win Semi + others are really really compelling to me but just dont have enough capital to add sadly without going on heavy margin. Probably want to scale into $SIVE and $AAOI more since those are my two favorites. And looking at $CCXI opportunities given Unitree IPO is around 3 weeks, that listing should boost humanoid/robotics sector a bit similar to the $SPCX halo effect. TLDR: Just moving capital around, my own personal risk management. Same names as before.
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• 2026-07-06中性
  Kepler 将 $XFAB 上调至「买入」，理由： - Melexis（其头号客户）需求「一周比一周、一天比一天」走强。 - AI 让 XFAB 有了结构性增长的一条腿，靠 SiC、GaN 和光子学对冲汽车业务的周期性。 - 像 $SILEX 这样稀缺的西方特色晶圆代工厂[……]
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• 2026-06-23中性原文
  $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 https://t.co/c8WgJ4jVRQ
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• 2026-06-08看多
  好了各位，这是你们最喜欢的800V直流相关标的汇总清单： 1. $IFNNY - 1158亿美元 2. $ON - 462亿 3. 光宝科技(2301) - 160.3亿 4. 6504.T - 141亿 5. $VICR - 128亿 6. $LFUS - 115.7亿 7. （链接）- 83.4亿 8. $VSH - 78.6亿 9. $ENPH - 73.6亿 10. $NVTS - 57.7亿 11. $POWI - 43亿 12. $BDC - 41.8亿 13. $EOSE - 38.6亿 14. $SEDG - 38.2亿 15. $AEHR - 31亿 16. 6890.T - 26.6亿 17. $WOLF - 21.6亿 18. $CWR.L - 17.5亿 19. $AMSC - 16.8亿 20. （链接）- 16.8亿 21. $XFAB - 15.4亿 22. $AOSL - 12.5亿 23. $HYLN - 12.3亿 24. $FCEL - 8.35亿 25. $IQE.L - 7.8亿 26. $ASYS - 2.76亿 27. $RELL - 2.39亿 28. 6844.T - 2.22亿 29. 4973.T - 2.07亿 30. $PAY.BR - 1.89亿 31. 6616.T - 1.86亿 32. 6882.T - 1.24亿 33. $IPWR - 9600万 你们提的 $FCEL、$EOSE 这类相关的也放进来了，虽然不确定是好敞口。明显不相关的比如 $POET 就忽略了。 评论有500多条，但X限制了我能看到的。 我们看看你们信念最高的想法表现如何。
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• 2026-06-01看多
  特别感谢今天欧洲唯一的绿股：$IQE。 涨到54了——4个月前我在12-13做多的。 可惜其他几个波动不小：$LPK、$SOI、$XFAB、$ALRIB。
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