Serenity, the 'new stock god', points out the three major leaders in the European silicon photonics value chain, and the EU chip bill 2.0 is a long-term positive for the photonics track BlockBeats News: On June 3rd, the "new stock god" Serenity released an article interpreting the EU chip bill 2.0 proposal, believing that it constitutes a thematic positive for the EU photonics industry. The new proposal recognizes photonics as a structurally new component of EU policy, with wording including 'supporting the development of photonic integrated circuits and related technologies',' establishing and strengthening advanced design, prototyping, and industrial deployment capabilities for photonic integrated circuits', 'expanding the EU's design capabilities in the field of photonics', etc., marking the formal inclusion of photonics into the EU's semiconductor strategic framework. The more specific policy focuses on several major application areas: co packaging optics and interconnection technology for AI data centers (which benefits SIVE), the application of silicon photonics in high bandwidth data center interconnection, and manufacturing technologies such as co packaging and heterogeneous integration for photonic integrated circuits (which directly benefits XFAB). Serenity also pointed out that Soitec and Siltronic, as the core European companies in the SOI wafer field, were directly named by policy impact analysis, while XFAB was listed as one of the components of the current funding framework, further confirming its leading position in the European silicon photonics value chain. Predict that with the implementation of the policy framework, specific information on relevant targets may be released gradually in the next 3 to 15 months. [Original link]