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Wall Street's favorite market shorthand may need an upgrade. A new framework called the FAB 10 — Frontier AI & Big Tech 10 — is gaining traction among investors, and it could be the defining investing construct of the AI era.
Shares of European chipmaker X-FAB jumped as much as 76% on Wednesday, driven by retail buying amplified by a viral social media post, the latest sign of chip sector frenzy.
TESSENDERLO-HAM, Belgium--(BUSINESS WIRE)--Regulatory News: X-FAB Silicon Foundries SE (BOURSE:XFAB): Highlights Q1 2026: Revenue was USD 195.6 million, down 4% year-on-year (YoY) and down 12% quarter-on-quarter (QoQ) Excluding the impact from revenue recognized over time (IFRS 15), revenue was USD 205.8 million, above the guided range of USD 190-200 million. Microsystems business with an all-time high revenue at USD 33.7 million, up 42% YoY and up 35% QoQ Strong growth of wide-bandgap revenue.
TESSENDERLO-HAM, Belgium--(BUSINESS WIRE)--Regulatory News: X-FAB (BOURSE:XFAB): Highlights Q4 2025: Revenue was USD 222.3 million, up 18% year-on-year (YoY) and down 3% quarter-on-quarter (QoQ) Excluding the impact from revenue recognized over time (IFRS 15), revenue was USD 218.1 million, within the guided range of USD 215-225 million. EBITDA at USD 42.3 million, up 6% YoY and down 21% QoQ, impacted by a USD 9.3 million one-off item related to the SiC business in Q4 2025 EBITDA margin of 19.0.
First Trust Multi Cap Value AlphaDEX Fund (NASDAQ: FAB - Get Free Report) was up 1.1% on Wednesday. The company traded as high as $89.44 and last traded at $89.36. Approximately 1,045 shares were traded during trading, a decline of 62% from the average daily volume of 2,768 shares. The stock had previously closed at
TESSENDERLO-HAM, Belgium--(BUSINESS WIRE)--Regulatory News: X-FAB (BOURSE:XFAB): Highlights Q3 2025: Revenue was USD 228.6 million, up 11% year-on-year (YoY) and up 6% quarter-on-quarter (QoQ) Excluding the impact from revenue recognized over time (IFRS 15), revenue was USD 228.9 million, well above the guided range of USD 215-225 million EBITDA at USD 53.9 million, up 7% YoY and up 4% QoQ EBITDA margin of 23.6%; excluding IFRS 15 impact, EBITDA margin was 24.2%, compared to the guidance of 22.
X-FAB Silicon Foundries' core segments are doing the heavy lifting: industrial revenue surged 37% YoY, medical was up 14%, and core market sales made up 94% of total revenue. Revenue beat and upgraded full-year guide: Q2 revenue of $218.3M (adjusted) came in above guidance. XFABF's valuation remains compelling: with an EV/sales of ~1.5×, X-FAB trades at a discount to peers, even with margins under pressure and CapEx still tapering off.
X-FAB's fundamentals remain strong, with Q1 results showing sequential growth in core automotive and industrial segments, and margins holding steady, despite SiC weakness. The company is transitioning from recovery to strategic expansion, investing heavily in capacity, while maintaining healthy EBITDA, positioning for future demand in EVs and industrials. SiC bookings are stabilizing, and a rebound in this segment could drive significant margin expansion if customer inventories clear as expected by late 2025.