Serenity: Photon technology related stocks may benefit gradually within 3 to 15 months after the release of the EU CHIPS Act Odaily Planet Daily News: New stock guru Serenity announced on X platform that the EU CHIPS Act 2.0 proposal has been officially released, and photonics technology has been confirmed as a structural component of EU policy, which is a long-term positive for the photonics industry. The proposal clearly supports the development of photonics integrated circuits and related technologies, such as building and strengthening advanced design, prototyping, and industrialization capabilities of photonics integrated circuits, expanding the EU's design capabilities in the photonics field, supporting pilot production lines and open semiconductor manufacturing facilities for photonics integrated circuits and related technologies, developing and maintaining design libraries and design automation tools for photonics integrated circuits. The policy focuses on: 1. Co packaged optics (CPO/interconnect) for AI data centers, which is beneficial for SiSi. vers (SIVE) 2 The application of silicon photonics for high bandwidth data center interconnection is beneficial for X-FAB (XFAB). 3. Strengthening the production technology capabilities of photonics integrated circuits, including co packaging, heterogeneous integration, and material platforms. 4. The strategic position of SOI wafers in the European Union has been confirmed, and Soitec and Silvronic are participants. Serenity analysis believes that this bill structurally benefits leading companies in the European photonics industry, especially those involved in AI data centers. It is expected that related stocks will benefit gradually within 3 to 15 months after the policy is released, and the market may have begun to react prospectively.