SIVE thông báo hợp tác chiến lược với GFS để gia nhập thị trường quang học có thể cắm vào trị giá 250 tỷ USD

The Huoxing Finance report states that on June 2, "New Stock God" Serenity posted a message hinting that today's partnership announcement with a photonics company is the most decisive event in "a certain company's" history. Serenity noted that the company's lasers have become the functional industry standard for CPO (co-packaged optics), Pluggables, and SiPH, directly benefiting AI chip giants using related foundries, including NVDA, AVGO, AMD, and MRVL. Finally, Serenity teased the community by asking: "Does anyone know the name of this company?" Community discussions indicate that the company is SIVE, Serenity's heavily weighted holding. 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 design, supporting AI data center optical interconnect solutions such as CPO and LPO, targeting a $25 billion pluggable optics market by 2030. This move makes Sivers lasers the default light source in GF’s silicon photonics ecosystem, significantly enhancing bandwidth density and energy efficiency, and providing downstream AI chip manufacturers with a standardized, high-performance laser solution.