BlockBeats news, June 3: "New Stock God" Serenity posted an analysis of the EU Chips Act 2.0 proposal, arguing that it presents a thematic tailwind for the EU’s photonics industry. The new proposal formally recognizes photonics as a structural addition to EU policy, with language 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,” and “expanding the EU’s design capabilities in photonics,” marking the formal inclusion of photonics within the EU’s semiconductor strategy framework.
More specific policy priorities target several key application areas: co-packaged optics and interconnection technologies for AI data centers (benefiting SIVE), silicon photonics in high-bandwidth data center interconnects, and manufacturing technologies such as co-packaging and heterogeneous integration of photonic integrated circuits (directly benefiting XFAB).
Serenity also noted that Soitec and Siltronic, as core European companies in the SOI wafer sector, were directly named in the policy impact analysis, while XFAB was listed as part of the current funding framework, further confirming its leading position in Europe’s silicon photonics value chain. It is anticipated that, as the policy framework is implemented, relevant entities will gradually release specific information over the next 3 to 15 months.