「Stock God」 Serenity referred to a key positive development for SIVE, collaborating with GFS to enter the pluggable optics market
BlockBeats News, June 2nd, "Stock God" Serenity hinted in a post that today's partnership announcement with a photonics company is the most pivotal event in "a certain company's" history. Serenity pointed out that the company's lasers have become the industry-standard lasers for CPO (Co-Packaged Optics), Pluggables, and SiPh (Silicon Photonics), directly benefiting AI chip giants that use related foundries, including NVDA, AVGO, AMD, and MRVL. Finally, Serenity teased and asked the community: "Does anyone know the name of this company?" Community discussions indicate that this company is Serenity's heavily invested stock, SIVE.
Sivers Semiconductors (SIVE) today announced a strategic partnership with GlobalFoundries (GFS). Its laser array will be integrated into GF's Silicon Photonics platform and SCALE Optical Engine reference designs, supporting AI data center optical interconnect solutions such as CPO and LPO, aiming at the $25 billion pluggable optics market by 2030. This move makes Sivers' lasers the default light source for GF's Silicon Photonics ecosystem, significantly increasing bandwidth density and energy efficiency, providing downstream AI chip manufacturers with a standardized high-performance laser solution.
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