Adding more lanes of copper is no longer a sustainable scaling strategy for data centers: signal integrity, EMI and cabling complexity are exploding.
Optical I/O replaces thick cable bundles with high‑density fiber, simplifying architecture and enabling the next generation of hyperscale designs.
#OpticalIO
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Japan Photonics Series
[Part 2. Japan’s Optical I/O Targets 'Data-Movement Distance,' Not GPUs]
Read previous:
Part 1: x.com/superposition_V/status…
The realistic battlefield of storage–compute optical I/O shown by AIO Core, Kioxia, and KyoceraIf we treat the data center as one giant computer, bottlenecks do not only appear inside compute chips.
No matter how fast a GPU is, the processor waits if data does not arrive on time. The real problem of AI infrastructure is no longer just "how fast can we compute?"
It is increasingly "how far, how efficiently, and how reliably can we move data between memory, storage, and networks?"
#OpticalIO #StorageCompute #SiliconPhotonics #AIOCore #Kioxia #Kyocera #DataCenter #CPO #JapanTech #AIInfrastructure
[Part 1. Japan’s Photonics-Electronics Convergence Stack]
Why Japan is not merely building optical components, but trying to reorganize the infrastructure of data movement
The most expensive thing in a data center is not always the computation itself.
As AI systems scale, data has to move constantly — from memory to compute, chip to chip, server to server, rack to rack. This invisible movement consumes power, creates heat, adds latency, and limits real performance.This is where photonics-electronics convergence matters.
It is not about replacing electrons with light everywhere. Logic and most computation stay electronic. The real question is simpler: at what point does electrical interconnect become too expensive, and optical transmission become the cheaper system-level choice?
1. PETRA is a map, not proof of a master plan
Look at PETRA (Photonics Electronics Technology Research Association). Its members include AIO Core, OKI, Sumitomo Electric, NEC, Fujikura, Fujitsu, Furukawa Electric, Mitsubishi Electric, NTT, NTT Innovative Devices, and 1Finity Inc.
This list is not a national command center. It is an industrial map. It shows which players are gathering around the same problem — the rising cost of data movement.
It does not prove market dominance or unified execution. It only shows alignment across layers.
2. The governing variable is the break-even point
Photonics is often called faster or lower-power. Those statements are directionally true, but too broad.The real governing variable is not raw speed.
It is the economic break-even point where the total cost of scaling electrical interconnect (power, heat, retimers, board complexity) exceeds the overhead of optical conversion (laser, coupling loss, packaging, test).Electrical interconnect wins at short, simple distances.
Optics becomes compelling when distance and bandwidth make electrical scaling too expensive.This is a system-economics problem, not just an optical story.
#PhotonicsElectronics #IOWN #APN #SiliconPhotonics #JapanTech #DataCenter #CPO #OpticalInterconnect #AIInfrastructure
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May 16
韩国人开始入场 $sive， 这意味着 $sive正进入另外一个阶段。这家公司正吸引着全球最庞大，最有赌性，且最高度活跃的散户群体的关注。
为什么韩国市场如此重要：
首先，韩国是一个全民炒股的国家，他们的账户数超过人口总数，这意味着他们人均拥有俩个股票账户。这能给 $sive带来巨大的增量
其次韩国投资者的特点决定了他们一旦认定一只半导体小盘股符合”AI赛道＋技术壁垒＋即将双重上市”的叙事，极有可能形成群体涌入效应：而 $sive 符合所有条件， 他们有光学 无线技术，同时他们也准备在纳斯达克上市。
如果韩国投资者加入，他们偏好高杠杆短线操作，其股价可能会剧烈波动，这意味着会有很多买入和卖出的机会。
而散户的大量购买会引发分析师覆盖和机构兴趣，这对 SIVE 在纳斯达克双重上市的定价有正面意义。
可能说这些话会让大家觉得宽泛，那我举出几个韩国人在股市方面创造的奇迹：
1. 在经历了2019冠状病毒病疫情之后，大量韩国散户开设股票账户，在疫情初期韩国股票暴跌，大量韩国散户购入韩国股票，让股市稳定下来，事后散户的行为被称为”东学蚂蚁运动”。 这是一次韩国散户托举起韩国市场的典型案例。
2. 有韩国人真实的在 SK海力士里赚取了400倍收益的叙事，往往真实的故事更能凝聚大家的自信心。
3. 韩国散户在早期大量建仓买入 $kioxia，而该公司在登陆东证所后股价已飙升24倍。
我说的是大多数的散户，我也相信有其他国家的人也能超过几十倍的收益，但韩国散户是大多数获得高收益的群体。韩国散户的金融敏锐度是真实存在的——他们对半导体产业链的理解深度、全球扫货速度、以及在关键节点逆势入场的胆量，都远超一般认知。
#SiversSemiconductors #SIVE #SIVEF #CoPackagedOptics #CPO #PhotonicsSemiconductors #AIInfrastructure #OpticalIO #InPhLaser #NasdaqListing #AIDataCenter #5GmmWave #SmallCapTech #SemiconductorInvesting #AyarLabs
May 16
$sive
스웨덴 주식 매수방법을
궁금해 하시는 분들이 많아서 답변 드리겠습니다
특정 증권사와 관계없고
질의가 계속 와서 정보공유차 공유합니다
저도 요즘 세상에 주식 전화주문한 건 신기한 경험입니다.
1. 증권사 해외주식 상담파트(저는 kb)에 전화를 한다
2. 해외주식 매수를 하려고 한다고 말하고, 정확한 주식명을 말한다
3. 안내사항을 직원분이 말해준다.
-스웨덴 장은 오후 4시 개장이고, 4시 이전에는 환전만 가능
-오후 4시 이후에 환전과 주문이 둘다 가능함
-중개수수료가 기본 5만원 정도의 수수료가 있음(300sek로 기억)
-중개 수수료가 기본 5만원 정도vs 0.5% 둘 중에 싼 것을 적용
예를 들어 100만원어치 주문해도 5만원(기본)
1000만원어치를 주문해도 0.5%인 5만원
-매수 가격을 지정해서 말해주어야함
-매수체결이 되어도 전산개발이 덜되어, 보이기는 하나 클릭하면
이상하게 보임(kb증권 기준)
-원화 환전을 스웨덴 크로나로 함
-일본 주식처럼 100주단위 이런건 없음. 수수료가 비쌈
-매수체결이 안되면 그 다음날 또 전화해서 매수체결 해야함
더 궁금하신 부분 있으시면 아는 선 내에서 답변 드리겠습니다.
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May 15
所以现在的情况是 $AMZN与AlChip有一个新的私募。
然后AlChip是Ayar的潜在客户。而 $SIVE是Ayar的主要激光供应商。
那么这样看起来 $sive在未来可能会和亚马逊有合作的可能性？
那现在的大型机构的潜在合作看来包括但不限于：(只是可能性，猜测）
1. $NOK 和 $sive的合作关系可能是 $sive进入英伟达生态有潜在推动。
2. 市场上未经验证的预测，Sivers 的激光设计专长与苹果在健康应用光学传感方面的野心联系到一起，新一代的手表？为什么会这样想因为Sivers Photonics 的 DFB 激光芯片专为消费级传感应用提供紧凑、稳定、高效的光源，覆盖生物特征识别、健康监测到环境检测——正好对应智能穿戴、AR/VR、健康监测仪器等下游场景。
3. AlChip是Ayar的潜在客户这一条线，让 $sive可能进入amazon生态。
4. CPO/ELS 方案的终端买家是 Meta、Google、Microsoft、Amazon 等超大规模云厂商——Sivers 处于供应链上游。
我觉得可能性大的会是 $nvda 和苹果，亚马逊。
另外对于 sive这样的激光阵列核心供应商，它不需要直接拿下七巨头订单，而是通过 Ayar Labs、Aeva、POET、O-Net 等中间层间接进入七巨头的数据中心和自动驾驶生态。
#SIVE #SiversSemiconductors #Photonics #CPO #CoPackagedOptics #AIDataCenter #LaserArrays #AyarLabs #Nvidia #Apple #Mag7 #Semiconductors #OpticalIO #AIInfrastructure #SmallCapStocks #TechInvesting #LiDAR
May 15
Just to add to the very positive $SIVE news amid MSCI likely tens of millions of inflow in 2 weeks:
$AMZN has a new private placement with AlChip.
Probably implying design wins with future Trainium.
If you don’t remember… AlChip was Ayar’s lead customer. And $SIVE is the primary laser supplier to Ayar.
So implications for $SIVE, is enormous piggybacking off of Amazon’s ecosystem growth.
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今天 $POET 的订单让他们一度涨超30%， POET Technologies 今日宣布与 Lumilens 达成合作，初始采购订单 5000 万美元，五年累计可达 5 亿美元 。产品路线图覆盖 800G、1.6T 可插拔收发器，再到近封装光学和 CPO，工程样品预计 2026 年底，量产对接超大规模云厂商在 2027 年。 这一次合作能覆盖 $poet的所有上下游，具体内容如下：
1. $sive 会收到间接的利好影响，因为 $sive和 $poet 有着非常好的长期合作关系，其核心POET 是 Sivers 激光器的买家。所以，POET 拿到更大订单 → 需要更多光学引擎 → 理论上需要更多 Sivers 的 InP 激光器作为光源。这条逻辑链是通的。 所以作为上游的激光器供应商，订单压力会传导给 $sive。
2. 我们可以做一个模型，比如激光器成本占模块成本的15%，5亿美元订单对应的激光器采购额粗估在7500万～1.25亿美元之间。对比Sivers目前全年营收才3.6亿瑞典克朗（约3500万美元），这一个客户的潜在订单就可能相当于其现有营收的**23倍。
为什么我这样算？
在一个光学引擎模块的成本构成大致是：
1. 光子集成芯片（POET的EOI）：约40~50%
2. 激光器/光源：约15~25%
3. 封装、电子元件、测试：约30~40%
所以我算的15%是很合理的。
3. 我们看 $poet 的整体路线图：800G → 1.6T插拔式 → 近封装光学 → CPO。 其中sivers的核心竞争力是在1.6T架构下故障率上升，InP方案成为硬需求。 这是刚需不容易改变。
4. $sive作为核心合作伙伴，POET切换供应商有技术风险和认证成本。并且，Sivers的InP100平台专门针对CPO场景优化，适配性强。
所以我认为， $poet的这一份合同会直接利好公司本身，但其带来的大量订单会让 $sive收益。如果这一份订单确认，那么 $sive从这一个订单上就会获得至少4千万美金的营收在2028年。如果再加上Jabil、Ayar Labs等现有客户的同步增长，2028年营收翻3~4倍在数字上是站得住脚的。
非常看好！ 可能这是我个人的揣测 不一定真实，但他们确实有合作关系，他们也确实存在上下游关系。
唯一的风险则是5亿美元是上限承诺而非保证，实际履约取决于Lumilens自己拿到多少超大客户订单。
但不论怎么说 ！ bullish！ YOLO！
$SIVE $SIVEF $POET $JBL $NVDA $LITE #CPO #CoPackagedOptics #OpticalIO #InP #Photonics #DFBlaser #1point6T #ELS #AIInfrastructure #AIDataCenter #OpticalNetworking #GPUInterconnect #Semiconductor #SmallCap #HypergrowthStock
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Mar 23
Everyone is talking about $SIVE / $SIVEF in the networking layer (Jabil, POET), but FinTwit is completely missing Sivers’ most explosive catalyst: The GPU Heat Problem and "Optical I/O". 🧵👇
If you are tracking the physical limits of Nvidia's NVLink and the copper bottleneck, you know that GPU-to-GPU communication must move to light. But there is a massive physics problem that very few investors understand.
1. The 1000W GPU Heat Problem 🔥
Next-gen AI chips run incredibly hot. Lasers are notoriously sensitive to heat; if an Indium Phosphide (InP) laser gets too hot, its wavelength drifts and the data transmission fails. Therefore, you cannot put the laser chip near the GPU.
2. The Solution: "The Power Supply of Light" (ELS) 🔦
To solve this, the industry is moving to Co-Packaged Optics (CPO) utilizing an External Light Source (ELS). Instead of putting the laser on the chip, you put a "dumb" continuous laser far away in a cool part of the server rack, and pump raw, unmodulated light via fiber into the silicon photonics chip sitting next to the GPU.
3. Sivers’ Hidden Moat: High-Power CW Arrays ⚡
This is where Sivers ( $SIVE) holds a massive, under-discussed advantage. They specialize in High-Power Continuous Wave (CW) DFB laser arrays. They are not just building components; Sivers is part of the elite CW-WDM MSA standard group—sitting at the same table as Broadcom, Intel, Arista, and Nvidia—helping to standardize these exact multi-wavelength laser sources for next-gen AI compute.
4. The Lightmatter / Ayar Labs Connection 🌐Private unicorns like Ayar Labs and Lightmatter are currently valued at billions for designing these exact Optical I/O architectures. But they are fabless. They need a physical InP foundry capable of churning out flawless, high-power CW laser arrays to act as the "engine" for their systems. Sivers is one of the very few independent foundries in the world capable of supplying this.
5. The Ultimate Tell: Skin in the Game 👔
Deep tech can be complex, but insider buying is a universal language. CEO Vickram Vathulya already holds a massive stake in the company (over 3.4 million shares) and was just buying even more shares on the open market this very month (March 2026). When the CEO of an InP foundry is loading up his personal portfolio right before the hardware industry transitions to Optical I/O, you pay attention.
The Takeaway ⚖️
Market participants are pricing Sivers purely as a telecom/networking component supplier. They haven't realized that Sivers’ InP100 platform is uniquely positioned to supply the external light sources required to save the GPU compute layer from melting.
A ~$325M market cap for a de-risked foundry sitting in the middle of the Optical I/O revolution is a generational mismatch.
$SIVE $NVDA $AVGO #Semiconductors #OpticalIO #AIHardware #TechStocks
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21 Oct 2025
Check out Ayar Labs' new article on "Achieving AI Scale-Up Supremacy with Co-Packaged Optics"
wp.me/p3RLHQ-qbT
@AyarLabs #optics #opticalIO #HPC #AI #interconnects #highspeedinterconnect #CPO
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13 Oct 2025
Silicon Photonics – An Update from Prof. Keren Bergman on a Potentially Transformational Technology for Data Center Chips: @HPCpodcast
wp.me/p3RLHQ-pkn
@Columbia #opticalIO #siliconphotonics #interconnects #HPC #AI #AIdatacenter
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11 Sep 2024
In the latest episode of In the Arena, we chat with Mark Wade, CEO & co-founder of @AyarLabs, live from the #AIHWSummit - before he takes the stage.
Don't miss this insightful conversation! Tune in now!
👉 Listen in:
hubs.ly/Q02PB-gl0
#OpticalIO #AyarLabs #Innovation #AI
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28 Jun 2024
Consider a manual animal carriage transporting loads over long distances, compared to using a fast truck for the same task. Intel's new OCI is that fast truck, enabling #opticalIO. Here are the details.
tech.hindustantimes.com/lapt…
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26 Jun 2024
Intel Demonstrates 4 TB/s Integrated Optical I/O Chiplet
wp.me/p3RLHQ-owZ
@intel @IntelAI @intelhpc @EE_ColumbiaSEAS #HPC #siliconphotonics #opticalIO
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Recording of @SiversSemicond presentation by CEO Anders Storm @StormSivers at @Redeye_ AI Event 2024 held earlier this week.
redeye.se/video/event-presen…
#SiversSemiconductors #AI #Photonics #lasers #opticalIO #siliconphotonics
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7 Jan 2024
Another great article about why optical I/O will be absolutely necessary for High Performance Computers that will run Generative AI. @AyarLabs
is in the forefront in this and use @SiversPhotonics @SiversSemicond laserarrays to make it a reality @insideHPC #HPC
#opticalIO #SiliconPhotonics #GenerativeAI wp.me/p3RLHQ-odT
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Bra presentation av @SiversSemicond koncern-VD @StormSivers hos @aktiespararna tidigare i veckan. Lär dig om utvecklingen och marknadspotential inom #halvledare #5G #SATCOM #Photonics #AI #opticalIO mm från ett av Sveriges mest avancerade chipsetföretag.
28 Nov 2023
Här kommer länken från dagens inspelning hos @aktiespararna
youtube.com/watch?v=TyxTpLnn…
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2 Nov 2023
Sivers Semiconductors invites to Capital Markets Day 2023 , 21 November.
Our guests: @AyarLabs @ThoriumSpace @GlobalFoundries
Agenda and registration:
sivers-semiconductors.com/pr…
#Nasdaq #Growth #Satcom #5G #Photonics #lidar #OpticalIO
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2 Nov 2023
Sivers Semiconductors invites to Capital Markets Day 2023.
This years guests are: @AyarLabs
@GlobalFoundries @ThoriumSpace @P_Rymaszewski
#Nasdaq #Growth #Satcom #5G #Photonics #lidar #OpticalIO
sivers-semiconductors.com/pr…
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3 Oct 2023
Please read our latest insight article with @AyarLabs about how our joint technology can overcome the challenges for future AI clusters. #AI #SiliconPhotonics #OpticalIO .
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28 Aug 2023
I am very happy that our @SiversPhotonics team now can demo a 16 channel array, This is very significant since that will bring the optical I/O speeds to approx 8 terabit per second. Previous demos we have with @AyarLabs has offered 4 terabit using 8 channel arrays. Today's the best generative AI cluster can communicate with approx 0,9 terabit between GPUs/GPU and GPU/Memory using electrical I/O. This ~10x increase in speed is what is need to take generative AI to the next level and that is why @HGPResearch have in a report stated that "63% wants optical I/O to handle off package throughput within next 2 years" for HPC (high performance computers). Hyperion also state that "Optical I/O promises to be the highest impact technology to address system architecture challenges in the next 2-6 years". @SiversSemicond we fully agree not just due to the increased throughput, but also even more due to that the power consumption can be lowered by up to 90% using optical I/O, which will create a much more sustainable future where generative AI will grow exponentially. Join us on this very exacting journey, with this senselessly small step (but it is a revolutionary leap) to pave the way for all of this. By showing the worlds first 16 array that supports the full CW-WDM-MSA standard that can make all of this possible! #Photonis #OpticalIO #CWWDMMSA
25 Aug 2023
We are presenting at the 46th European Semiconductor Laser Workshop, Sept 30th @UofGlasgow. Stuart Smyth will present "Demonstration of a 200Ghz grid spacing 16 channel CW-WDM-MSA compliant DFB laser array with output power above 70mW". ow.ly/83vj50PEpmB
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5 May 2023
Users and vendors are aligned in their sentiment that optical I/O connectivity promises to be the highest impact technology to address several system architectural applications in #HPC markets and emerging technology areas. buff.ly/3AUXymk #AI #opticalIO @HPC_Hyperion
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