🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 05-19 18:59:03时区推断·⟳ 抓取 06-12 03:36:32回填·⚡ 决策 06-17 01:40:49·132.8 天前
KOL发布Sivers(SIVE)深度看多长文，指其为CPO激光器核心瓶颈并映射多家云厂商
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SIVE - The CPO Laser Chokepoint for Hyperscalers Sivers Photonics is one of important laser suppliers in the CPO space…
不做 SIVE.US
核心标的Sivers主上市地为瑞典SIVE.ST，美股SIVE.US为OTC或代码错误，流动性极差无法执行，需切换至瑞典市场
不做 POET.US
POET主上市地为加拿大POET.V，美股POET.US为OTC代码(POETF)，流动性差且仅为边缘联动
不做 AEVA.US
仅作为Sivers下游LiDAR客户被提及，对AEVA自身无直接业绩催化，且非CPO核心标的
不做 LITE.US
大盘股，文中提及面临CW激光器供应链瓶颈需外购，偏利空或中性，无做多催化
不做 AMD.US
大盘股，仅作为背景客户提及，无独立催化
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SIVE - The CPO Laser Chokepoint for Hyperscalers
Sivers Photonics is one of important laser suppliers in the CPO space among $LITE, $COHR, $MTSI, Sumitomo, Furukawa, and others though supply chain mapping.
I'm very bullish Sivers as I've found they map to many hyperscaler suppliers... that others, algorithms, and the broader market, just don't know about yet.
Sivers ($SIVE) remains one of the not commonly known, but critical CW laser chokepoints for Photonics/CPO.
That maps to customers from Apple, AMD, Marvell, Amazon, Microsoft, Meta, and others. And has CPO as its main growth vector and TAM expansion with pluggables for 1.6T/3.2T for 2027 and 2028.
This is a report that includes information discovery that maps Sivers to many of the leading, yet undisclosed hyperscaler suppliers.
Publicly disclosed customer includes:
→ Jabil (NYSE JBL): “Sivers Semiconductors Collaborates With Jabil on Energy Efficient 1.6T Pluggable Optical Transceiver Module”
→ Poet ($POET): “POET Technologies and Sivers Semiconductors Collaborate on External Light Sources for Co-Packaged Optics and Next-Generation AI Market”
→ Ayar Labs: $SIVE as the laser supplier is listed on Ayar Labs Website.
→ O-Net and Enablence: “Sivers Semiconductors, O-Net and Enablence Technologies Announce External Light Sources for AI Datacenters”
→ LIGHTIUM AG ( “integrate their CW lasers directly onto TFLN wafers”): 2025 Annual Report PDF. Lasers for 1.6T / 3.2T.
High Confidence customers includes:
→ Apple ($AAPL) - Lasers for Apple’s silicon photonics program, notably Apple Watch.
→ Aeva ($AEVA) - The LiDAR customer commonly mentioned by other analyst reports.
→ Marvell Celestial ($MRVL) - Direct supplier, not related to $POET.
Likely Customers include:
→ Lightmatter (through investment mapping + image presentations)
→ Lightelligence (HKG: 1879) - (through investment mapping + image presentations)
→ Advanced Micro Devices ($AMD) - Through GlobalFoundries CPO program announcement (AMD Ta
Sivers Photonics is one of important laser suppliers in the CPO space among $LITE, $COHR, $MTSI, Sumitomo, Furukawa, and others though supply chain mapping.
I'm very bullish Sivers as I've found they map to many hyperscaler suppliers... that others, algorithms, and the broader market, just don't know about yet.
Sivers ($SIVE) remains one of the not commonly known, but critical CW laser chokepoints for Photonics/CPO.
That maps to customers from Apple, AMD, Marvell, Amazon, Microsoft, Meta, and others. And has CPO as its main growth vector and TAM expansion with pluggables for 1.6T/3.2T for 2027 and 2028.
This is a report that includes information discovery that maps Sivers to many of the leading, yet undisclosed hyperscaler suppliers.
Publicly disclosed customer includes:
→ Jabil (NYSE JBL): “Sivers Semiconductors Collaborates With Jabil on Energy Efficient 1.6T Pluggable Optical Transceiver Module”
→ Poet ($POET): “POET Technologies and Sivers Semiconductors Collaborate on External Light Sources for Co-Packaged Optics and Next-Generation AI Market”
→ Ayar Labs: $SIVE as the laser supplier is listed on Ayar Labs Website.
→ O-Net and Enablence: “Sivers Semiconductors, O-Net and Enablence Technologies Announce External Light Sources for AI Datacenters”
→ LIGHTIUM AG ( “integrate their CW lasers directly onto TFLN wafers”): 2025 Annual Report PDF. Lasers for 1.6T / 3.2T.
High Confidence customers includes:
→ Apple ($AAPL) - Lasers for Apple’s silicon photonics program, notably Apple Watch.
→ Aeva ($AEVA) - The LiDAR customer commonly mentioned by other analyst reports.
→ Marvell Celestial ($MRVL) - Direct supplier, not related to $POET.
Likely Customers include:
→ Lightmatter (through investment mapping + image presentations)
→ Lightelligence (HKG: 1879) - (through investment mapping + image presentations)
→ Advanced Micro Devices ($AMD) - Through GlobalFoundries CPO program announcement (AMD Ta
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