"New Stock God" Serenity: EU Chips Act 2.0 Brings Long-Term Benefits to Photonics, Related Stocks to Benefit Within 3-15 Months

Serenity noted on X that the EU Chips Act 2.0 proposal has officially integrated photonics into the bloc's semiconductor strategy. The policy highlights co-packaged optics, silicon photonics, and SOI wafers, signaling a structural tailwind for European photonics leaders such as Sivers, X-FAB, Soitec, and Siltronic.