Serenity: AMD urgently moves to seize the CW laser supply; AAOI and SIVE will profit

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Golden Finance reports that Serenity stated NVIDIA has fully locked down EML capacity, causing a bottleneck across the entire industry; now they are using the same strategy to lock in CW laser capacity (mainly through LITE, COHR, and possibly long-term supply contracts with MRVL and Celestial).
Meanwhile, AMD is urgently scrambling for CW laser supplies, but AMD, AMZN, META, and other hyperscalers are reacting too slowly, resulting in severe constraints on themselves.
Serenity's analysis of the current supply chain status of related products is as follows: major manufacturers like Lumentum and Coherent have already been contracted by EML, leaving few independent/merchant suppliers (such as AAOI, MTSI, SIVE), and all parties are competing for these. AAOI, SIVE, and other independent CW laser-related companies are becoming beneficiaries.
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