Jun. 12 at 9:41 PM
$XFAB
Market cap ~
$1.33B. Exposure sits at the intersection of photonics + power semis.
Key drivers:
SiC / 800V power semis tied into AI infrastructure (
$NVTS /
$NVDA ecosystem)
Texas fab producing SiC for AI factory architecture
Silicon photonics / CPO collaboration with SMART Photonics (multi-terabit transceivers)
One of the few high-volume SiC + MEMS foundry plays in the US, supported by CHIPS Act funding
Positioning is early-cycle AI infrastructure hardware exposure, but still niche and under-owned.