🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-22 05:04:25时区推断·⟳ 抓取 06-03 20:34:07回填·⚡ 决策 06-17 07:00:15·132.4 天前
KOL称Sivers取代LITE/MTSI成为Ayar Labs(AMD CPO方案)主要激光器供应商
📄 原文Serenity↗ 原文
Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS. The inte…
不做 LITE.US
KOL推断其失去Ayar主要供应商地位，证据仅为网站移除，缺乏官方确认；单一初创客户网页变更对Lumentum整体营收影响极小，属噪音。
不做 MTSI.US
MACOM业务多元，Ayar网站移除不足以构成实质性利空，证据薄弱，属噪音。
不做 AMD.US
CPO激光器二阶供应商变更对AMD体量及基本面毫无影响，纯噪音。
不做 GFS.US
代工厂，CPO激光器供应商变更对其无实质影响，纯噪音。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 780 字
Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time.
(Special thanks to one of my followers Setian for the DM.)
So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms.
Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in.
This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers.
And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.
The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time.
(Special thanks to one of my followers Setian for the DM.)
So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms.
Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in.
This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers.
And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。