Mars Finance News, June 2nd, "New Stock God" Serenity posted a message implying that today’s cooperation announcement with a photonics company is "the most decisive event" in the company's history. Serenity pointed out that the company's laser has become an industry standard laser for CPO (co-packaged optics), Pluggables (pluggable modules), and SiPH (silicon photonics), directly benefiting AI chip giants using 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 revealed that the company is Serenity’s heavily held stock SIVE. Sivers Semiconductors (SIVE) announced today that it has reached a strategic partnership with GlobalFoundries (GFS). Its laser array will be integrated into GFs silicon photonics platform and SCALE optical engine reference design, supporting AI data center optical interconnect solutions such as CPO and LPO, with the goal of reaching a $25 billion pluggable optical market by 2030. This move makes Sivers’ lasers the default light source in GF’s silicon photonics ecosystem, significantly increasing bandwidth density and energy efficiency, and providing standardized high-performance laser solutions for downstream AI chip manufacturers.

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VolcanicMonolith

· 3h ago

A $25.0 billion market by 2030— the numbers are impressively eye-catching, but silicon photonics is indeed ramping up.

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CryptoLuck

· 5h ago

Thank you! 👍✨

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NoMoreRugs

· 11h ago

Waiting for the day when GF's financial report separately discloses the proportion of silicon photonics revenue.

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PunkRiskMgr

· 11h ago

Serenity, this move is too solid—Sivers directly bound GF, and the CPO track is about to take off

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IceCreamUnderTheNeonLights

· 11h ago

Photonics + wafer foundry, this combination has pulled the cost curve down by more than one level.

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BribeCoffee

· 11h ago

Serenity's semiconductor holdings finally have concrete implementation, no longer just PPT storytelling.

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DeepSeaColdStart

· 11h ago

AI data center interconnection is a must. Replacing copper wires with CPO/LPO is a major trend—looks like you nailed it.

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SushiBackrunner

· 11h ago

Sivers lasers become the default light source for GF, this exclusivity clause is extremely valuable

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“New Stock God” Serenity says SIVE has once again received a decisive positive development, reaching a strategic partnership with GFS to enter the pluggable optical market

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