🐦 推特SerenityV1 · 实盘观望把握 3/10
北京时间·🕒 发布 04-21 07:01:00时区推断·⟳ 抓取 06-03 20:34:38回填·⚡ 决策 06-17 07:06:28·132.9 天前
KOL称AMD宣布与GFS合作CPO，推测利好激光供应商Sivers
📄 原文Serenity↗ 原文
What a crazy timeline? Today, $AMD announced it's pushing into CPO and collaborating with $GFS. This is highly bullish…
观望 GFS.US
需核实AMD是否真有官方CPO合作公告，KOL单方面推演且硅光代工在GFS营收占比有限，等确认后再定
不做 AMD.US
市值巨大，CPO属远期技术路线探索，对当期业绩和估值无实质弹性
不做 SIVE.US
Sivers Semiconductor主要在瑞典上市(SIVE.ST)，美股无主流交易代码，OTC流动性极差无法操作
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原文全文
展开原文 · 748 字
What a crazy timeline?
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source.
And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem?
$SIVE (~$935m) and $LITE (~$64 billion)
Sivers lasers feel like they could be everywhere now in upcoming hyperscaler CPO/1.6T deployments.
So... if Sivers secures the spot to provide the laser arrays for the $AMD Instinct MI500's CPO solution in 2027.
(Which seems highly possible given there’s only three laser names listed + hyperscalers like to multi-source)
This might represent massive, high volume production for Sivers that markets haven't pricing in.
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source.
And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem?
$SIVE (~$935m) and $LITE (~$64 billion)
Sivers lasers feel like they could be everywhere now in upcoming hyperscaler CPO/1.6T deployments.
So... if Sivers secures the spot to provide the laser arrays for the $AMD Instinct MI500's CPO solution in 2027.
(Which seems highly possible given there’s only three laser names listed + hyperscalers like to multi-source)
This might represent massive, high volume production for Sivers that markets haven't pricing in.
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