"New Stock God" Serenity: Photonics-related stocks may gradually benefit within 3 to 15 months after the release of the EU CHIPS Act - Bitget

The EU Chips Act 2.0’s explicit integration of photonics isn’t symbolic—it’s a strategic pivot away from the diminishing returns of silicon scaling. This move will reshape upstream materials (e.g., InP, SiN) and downstream packaging, favoring European firms with heterogeneous integration capabilities. Compliance demands—local manufacturing and data sovereignty—will raise short-term costs but bolster long-term supply chain security. Anticipating EU momentum, the U.S. may expand CHIPS funding for photonics, while Taiwan, China and mainland China could accelerate silicon-photonics co-design ecosystems to counter fragmentation. Over the next 12–24 months, control over PIC design toolchains and open-access pilot lines will determine who sets standards; early movers closing the EDA-fab-application loop will lock in structural dominance.