
What smart money is saying about X-FAB Silicon Foundries
1 fund in our archive has pitched X-FAB Silicon Foundries — most recently Night Watch in June 2025.
X-FAB Silicon Foundries SE functions as a specialist foundry, providing manufacturing services for analog and mixed-signal semiconductor technologies. The company is involved in the fabrication of silicon wafers, which serve a broad spectrum of industries including automotive, industrial, consumer electronics, medical applications, and mobile communications. Their production capabilities also extend to advanced analog/mixed-signal integrated circuits, sophisticated sensors, and micro-electro-mechanical systems. Beyond manufacturing, X-FAB offers comprehensive support services, encompassing design assistance, engineering, prototyping, and outsourcing solutions for clients designing various semiconductor devices. Their clientele includes integrated device manufacturers, original equipment manufacturers, and fabless semiconductor companies. Established in 1992 and headquartered in Tessenderlo, Belgium, the firm maintains a significant global presence, operating in numerous countries across Europe, Asia, and North America. X-FAB Silicon Foundries SE is a subsidiary of XTRION NV.
Fund activity · 2 positions · 2 moves
- TrimmedACATIS Investment ReportJuly 2026
“Positions in X-Fab and Infineon were each more than halved.”
Read the letterX-FAB Silicon Foundries - TrimmedACATIS Investment ReportJune 2026
“we halved the weighting of X-Fab and also reduced other winners such as Infineon, Prysmian and ITM Power.”
Read the letterX-FAB Silicon Foundries
Fund coverage · 1 thesis
- Night WatchJune 2025
X-FAB Silicon Foundries is a promising small-cap analog semiconductor manufacturer heavily tied to the automotive sector, currently undervalued with growth potential driven by recent investments and imminent cash returns to shareholders.
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