The analyst predicts XFAB will recover in the second half of the year and is a longer-term play for 2027/2028.
XFAB should recover independently in the second half of the year without silicon photonics, coming out of the automotive slump.
@commieserenity $XFAB is more of a 2027/2028 play, but should recover independently h2 imo without silicon photonics, as they should come out of the automotive slump.
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