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北京时间·🕒 发布 19:04:51时区推断·⟳ 抓取 19:55:13·⚡ 决策 06-21 19:57:03 +1m50s·128.0 天前
KOL 长推看多 Sivers (SIVE) 为下一代光架构核心激光器供应商
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That’s a misconception: $SIVE is the laser supplier for next gen architectures, not just CPO scale up. Pluggable, scale…
不做 SIVE.US
KOL 喊单，底层供应链合作（与 Jabil 等）尚未公开证实（作者承认 not public material yet），属于未证实的完美利好；小盘股社媒首发好得太整齐，先观望等官方 PR 确认。
不做 A15229.SH
代码无法唯一消歧，非标准 A 股代码，无法操作。
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That’s a misconception:
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went god-mode and developed 1.6T optical transceivers with CW lasers.
Effectively designing around the EML bottlenecks, and even made things more power efficient.
From quotes from Jabil management they created a “relatively dramatic moat”.
So for the next gen of 1.6T pluggable transceivers, Sivers seems immediately used.
Markets missed this nuance too: after Jabil’s announcement, other pluggable players reached out, and SIVE is working with them now (prob codevelopment, qualification stage).
There’s not too many players that build optical transceivers that aren’t vertically integrated like Lumentum (think: Innolight/eoptolink, and maybe others).
So these are active developments, just not public material yet and could be a new press release anytime.
- for CPO scale out which happens H2 2026 onward like $POET, $SIVE is a laser supplier for those players.
- scale up CPO is h2 2027, from Ayar and Nvidia’a NVLink CPO ecosystem and that’s the main volume ramp across optical players.
But this is where $SIVE looks like they mog every other player from supply chain mapping.
Since they’ve likely been working + designed in with $MRVL Celestial, Lightmatter, Lightelligence and the others since they were small way back when.
On top of things like this:
For foundries like $GFS, $SIVE is the reference laser.
Not even including massive companies like O-Net building ELS with $SIVE, likely for the Asian hyperscalers supply chains.
This is why $SIVE is by far my favorite laser chokepoint long.
Feels like they’re everywhere in new optical architectures starting beginning of 2027.
$SIVE is the laser supplier for next gen architectures, not just CPO scale up.
Pluggable, scale out CPO, scale up CPO, NPO, etc.
- Sivers and $JBL went god-mode and developed 1.6T optical transceivers with CW lasers.
Effectively designing around the EML bottlenecks, and even made things more power efficient.
From quotes from Jabil management they created a “relatively dramatic moat”.
So for the next gen of 1.6T pluggable transceivers, Sivers seems immediately used.
Markets missed this nuance too: after Jabil’s announcement, other pluggable players reached out, and SIVE is working with them now (prob codevelopment, qualification stage).
There’s not too many players that build optical transceivers that aren’t vertically integrated like Lumentum (think: Innolight/eoptolink, and maybe others).
So these are active developments, just not public material yet and could be a new press release anytime.
- for CPO scale out which happens H2 2026 onward like $POET, $SIVE is a laser supplier for those players.
- scale up CPO is h2 2027, from Ayar and Nvidia’a NVLink CPO ecosystem and that’s the main volume ramp across optical players.
But this is where $SIVE looks like they mog every other player from supply chain mapping.
Since they’ve likely been working + designed in with $MRVL Celestial, Lightmatter, Lightelligence and the others since they were small way back when.
On top of things like this:
For foundries like $GFS, $SIVE is the reference laser.
Not even including massive companies like O-Net building ELS with $SIVE, likely for the Asian hyperscalers supply chains.
This is why $SIVE is by far my favorite laser chokepoint long.
Feels like they’re everywhere in new optical architectures starting beginning of 2027.
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