🐦 推特SerenityV1 · 实盘观望把握 3/10
北京时间·🕒 发布 04-21 15:39:31时区推断·⟳ 抓取 06-03 20:34:20回填·⚡ 决策 06-17 07:05:28·132.4 天前
KOL 推演 Sivers (SIVE) 激光器将受益于 AMD 与 GFS 的 CPO 合作
📄 原文Serenity↗ 原文
The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE. With the news, it's likely $SIVE l…
观望 SIVE.US
KOL 二阶推演，逻辑成立但未获官方确认；且 SIVE.US 流动性存疑，需人工切换至瑞典主板 SIVE.ST 后再定买点
不做 AMD.US
大盘股，帖子仅将其作为推演背景，CPO 公告已出，无新增边际催化
不做 GFS.US
大盘股，帖子仅将其作为推演背景，无新增边际催化
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原文全文
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The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potential paths:
1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS, $AMD could source it from multiple players with $SIVE as the underlying multi-source laser source.
2. Ayar ( $AMD invested in March 2026, Series E). Ayar's SuperNova light source already uses $SIVE DFB laser arrays alongside $LITE.
Ayar's SuperNova is the most likely first-gen CPO path for MI500 in 2027 given timelines and the enormous fundraise last month. That path already has $SIVE designed in alongside $LITE and they both appear with $GFS's slide.
Enosemi becomes more relevant for 2028+ generations?
Regardless, $AMD through Enosemi/Ayar needs lasers for their 2027 MI500 rollout...
It seems likely Sivers ends up powering $AMD's CPO program as the light source since they're designed into Ayar.
The $AMD / $GFS materiality looks large for Sivers.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potential paths:
1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS, $AMD could source it from multiple players with $SIVE as the underlying multi-source laser source.
2. Ayar ( $AMD invested in March 2026, Series E). Ayar's SuperNova light source already uses $SIVE DFB laser arrays alongside $LITE.
Ayar's SuperNova is the most likely first-gen CPO path for MI500 in 2027 given timelines and the enormous fundraise last month. That path already has $SIVE designed in alongside $LITE and they both appear with $GFS's slide.
Enosemi becomes more relevant for 2028+ generations?
Regardless, $AMD through Enosemi/Ayar needs lasers for their 2027 MI500 rollout...
It seems likely Sivers ends up powering $AMD's CPO program as the light source since they're designed into Ayar.
The $AMD / $GFS materiality looks large for Sivers.
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