Serenity: AMD urgently secures CW laser supply, AAOI and SIVE to benefit
BlockBeats News, on June 16, Serenity posted that NVIDIA has completely locked in EML production capacity, causing an industry-wide bottleneck; now, it is employing the same strategy to secure CW laser capacity (mainly through LITE, COHR, and possibly MRVL and Celestial's long-term supply contracts).
Meanwhile, AMD is urgently competing for CW laser supply, but AMD, AMZN, META and other hyperscalers have reacted too slowly, resulting in severe constraints for themselves.
Serenity analyzed the current supply chain situation for related products as follows: major companies such as Lumentum and Coherent have been tied up by EML contracts, leaving very few independent or merchant suppliers (such as AAOI, MTSI, SIVE), and all parties can only scramble for these. Independent CW laser companies like AAOI and SIVE have become benefitting targets.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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