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BlockBeats News, June 11th, "White Hair Stock God" Serenity posted stating that X-FAB Silicon Foundries SE (XFAB) is building Silicon Photonics foundry alternative capabilities, seen by some market participants as a potential long-term competitor to Tower Semiconductor and GlobalFoundries, and may be involved in Europe's layout in the CPO and photonics chip supply chain. X-FAB has currently received some level of European industry support and has a certain association with NVIDIA's technology assessment system. Its development direction is interpreted as part of Europe's drive to advance packaging and silicon photonics supply chain independence. In terms of timeline, the statement indicates that the project's R&D is still in the early stages, with development work expected to continue until around October 2026, then entering a gradual production ramp-up phase in 2027, and may only enter a larger-scale production phase around 2028, with its R&D starting point roughly traceable back to 2023. Currently, the market generally still perceives it as a traditional industrial or automotive supply chain-related company. However, some believe that its potential long-term value in silicon photonics and CPO directions has not yet been fully priced in. Nevertheless, this logic still heavily relies on the actual progress of future technology commercialization, overall still in the early expectation-driven narrative, with high uncertainty.

On June 11, Sandeep Rao, an analyst at Leverage Shares, stated that a series of leveraged exchange-traded funds (ETFs) linked to SK Hynix has sparked a surge in derivative trading, with these products and their associated hedge fund flows currently accounting for approximately 60% to 70% of the chip manufacturer's trading volume. This phenomenon highlights that enthusiasm for artificial intelligence has evolved from investors buying stocks to leveraged ETFs capturing a larger share. Given that SK Hynix's stock price has soared about 780% over the past year, the resulting options trading volume has become substantial, with some market participants indicating that the flow of funds may be as important as the company's fundamentals. Rao noted, 'The inflow of funds into SK Hynix stock is increasingly coming from leveraged ETFs rather than the intrinsic appeal of the company's stock itself. In a substantive sense, the cash equity market is now dominated by leveraged ETFs, rather than the other way around.'

BlockBeats News, June 11th, according to market data, the stock of a German laser technology company surged 16% intraday. Previously, "White Hair Stock God" Serenity posted on social media that this company is an unknown supplier to SpaceX. Although the specific contract details are not certain, Serenity personally holds a position in this company.