EU CHIPS Act 2.0 Released; Photonics Stocks to Benefit Over Next 3-15 Months, Says Analyst Serenity

According to analyst Serenity on X, the European Union's CHIPS Act 2.0 proposal was formally released on June 3, with photonics technology confirmed as a structural component of EU policy. The proposal explicitly supports photonics integrated circuits and related technology development, including advanced design, prototyping, and industrialization capabilities. Key policy focuses include chiplet-based optical interconnects (CPO) for AI data centers, silicon photonics for high-bandwidth data center interconnects, and enhanced photonics production technologies. Serenity expects related stocks to benefit progressively over the next 3 to 15 months following the policy announcement.
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