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Michael Rigoni retweeted
$SIVE $AMD - The industry is hit by a massive squeeze on CW Lasers.
Recent supply chain tracking from TrendForce shows that $AMD is quietly scrambling to lock in massive purchase orders for these lasers.
Their goal is obvious is to secure their own independent supply line before $NVDA locks down the entire market and chokes out $AMD next-o-Packaged Optics (CPO) roadmap.
The big problem?
Giants like $LITE and $COHR are basically booked solid through 2028.
This supply crunch turns $SIVE into a massive tactical play.
Connecting the dots between $AMD and $SIVE isn't just wishful thinking; looking at the infrastructure, it’s practically inevitable.
$SIVE recently locked in a deep collaboration with $GFS, embedding their laser arrays directly into GF’s SCALE CPO framework.
$AMD has a long, deeply rooted history of relying on $GFS for its silicon photonics manufacturing.
If $AMD builds its optical chips through GF, they are essentially forced to use $SIVE as their reference light source. The partnership is already written into the silicon.
$SIVE is also the exclusive hardware engine behind Ayar Labs' SuperNova light sources. $AMD is a founding heavy-hitter in the Optical Compute Interconnect (OCI) consortium, an ecosystem heavily reliant on Ayar’s architecture.
This means $AMD long-term hardware pipeline is already designed to plug right into $SIVE's physical lasers.
Look at $AMD recent acquisition of CPO pioneer Enosemi.
Enosemi’s designs require incredibly precise, external laser sources to actually move data. Since $SIVE has clear, unconstrained manufacturing capacity through its relationship with WIN Semiconductors, it stands out as one of the only global players capable of handling $AMD massive production scaling.
On the corporate side, $SIVE is actively restructuring its books to PCAOB standards to prepare for a major dual-listing on the Nasdaq in New York. You don't launch a major US IPO without a massive PR catalyst. Sealing an official supply agreement with a trillion-dollar hyper-scaler like $AMD would be the ultimate validator for their US market debut.
New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce)
Obvious CW laser beneficiaries:
- $SIVE (AMD went to GFS for CPO, Sivers reference laser level)
- $AAOI (Rosenblatt analyst checks)
Lumentum/Coherent are kinda booked out way into 2028 as well.
Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co).
Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).
I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels.
To not get bottlenecked by Nvidia.
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Michael Rigoni retweeted
Deploying next-generation optical connectivity at the pace AI infrastructure demands requires more than advanced technology. It requires standards that reduce integration complexity and give data center operators flexibility at the time of deployment.
The Open CPX MSA, which includes Marvell among its members, is building that foundation. A single CPX array can be configured to support co-packaged copper for intra-rack connections, co-packaged optics for rack-to-rack communication, and ZR/ZR modules for long-distance interconnects, with port configurations determined at deployment rather than at design time.
With near- and co-packaged port shipments projected to grow from under one million in 2025 to more than 100 million per year by 2030, that kind of flexibility matters. George Hervey explains what Open CPX makes possible: mrvl.co/4emX2Ro
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Michael Rigoni retweeted
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Michael Rigoni retweeted
$SIVE Nasdaq has officially announced that standardized derivatives, including options and futures, will be introduced for Sivers Semiconductors shares starting June 29, with regular trading scheduled to begin on July 6.
For the company and its shareholders, this announcement represents a major fundamental milestone that should be viewed as highly positive for several reasons.
First, the introduction of standardized options serves as a validation by the exchange itself. Nasdaq strictly lists these instruments for companies that demonstrate consistently high trading volumes, robust liquidity, and strong international market interest. With this move, $SIVE officially transitions away from being a speculative small-cap stock and establishes itself among professionally traded technology companies.
Second, this step opens the door to institutional investors.
Many large funds, asset managers, and family offices are legally or internally restricted from investing in equities unless a liquid derivatives market exists alongside them to hedge their positions. This barrier is now being removed, which is highly likely to drive a significant influx of major institutional capital over the coming months.
Third, the new market structure provides substantial fuel for an upward movement.
Given that the stock is already under intense scrutiny due to the upcoming US listing and the recent AGM, the introduction of options will heavily amplify trading dynamics.
If positive operational news drops in the near future, market participants engaging in delta-hedging and covering short positions will inevitably push the share price upward.
Following the key decisions made at yesterday’s annual general meeting, this official notice from Nasdaq provides further concrete evidence that $SIVE is currently undergoing a fundamental re-evaluation in the financial markets.
The structural foundations for a sustained and dynamic upward trend have now been successfully established.
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Michael Rigoni retweeted
Oh Lord, saddle up!
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Michael Rigoni retweeted
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Michael Rigoni retweeted
$SIVE we will break the internet SOON 🍿
WOW! Nasdaq just announced standardized derivatives on $SIVE starting July 6, 2026.
Why this is bullish:
→ Nasdaq doesn’t list derivatives on stocks it doesn’t consider liquid and institutionally relevant
→ Options enable larger positions , this attracts professional money
→ Risk parameter set at 67% high, reflecting volatility but also serious growth expectations
→ Comes right after the GF collaboration, Ayar/Nvidia news and AGM
view.news.eu.nasdaq.com/view…
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Michael Rigoni retweeted
News that has flown under the radar for many regarding $SIVE
I just saw that Nasdaq Nordic is going to launch standardized derivatives
Options and futures on $SIVE shares starting July 6, 2026
For me, this is a very good sign for $SIVE
Nasdaq only offers these products on companies that already have sufficient liquidity and institutional interest
Which makes it easier to take larger positions and attracts professional capital
In addition, it comes at a time when the company is closing interesting collaborations in 5G and photonics
Which should increase its visibility and the trading volume of the stock
Very bullish for $SIVE IMO
view.news.eu.nasdaq.com/view…
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$SIVE YOU ARE NOT BULLISH ENOUGH 🚀
While there’s been a lot of criticism of FinX toward Swedes, over their supposed $SIVE sales, I actually think Sweden has been one of the smartest countries at spotting the coming opportunity and capitalising on the AI buildout.
The Pax Silica* and the bilateral Technology Prosperity Deal MOU with the US were both clear wins.
Together, they cover AI, connectivity, biomedicine, energy, space, quantum technology, advanced manufacturing, and defence innovation, and they show the payoff of Sweden pursuing direct cooperation with the US outside the EU framework. government.se/press-releases…
I would prefer these deals to be structured and acceded to at the EU level first, but I can also understand the US preference for bilateralism (to divide and conquer/get the best deal). A fragmented Europe is easier for the US to manage, especially on sensitive topics like export controls and supply chain coordination.
Either way, these wins for Sweden mean tailwinds for their industry (and companies like $SIVE).
*Sweden was the first to enter Pax Sillica, but Finland, Greece, and the Netherlands also joined after.
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Michael Rigoni retweeted
WOW! Nasdaq just announced standardized derivatives on $SIVE starting July 6, 2026.
Why this is bullish:
→ Nasdaq doesn’t list derivatives on stocks it doesn’t consider liquid and institutionally relevant
→ Options enable larger positions , this attracts professional money
→ Risk parameter set at 67% high, reflecting volatility but also serious growth expectations
→ Comes right after the GF collaboration, Ayar/Nvidia news and AGM
view.news.eu.nasdaq.com/view…
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AMD正在找CW供应，核心驱动是其MI系列AI加速卡的光互联需求爆发，硅光方案（包括CPO/NPO）都需要外挂CW激光器。
目前全球CW激光器被Lumentum垄断（市占约90%），产能极度紧张，AMD找第二/第三供应商是必然动作。
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Michael Rigoni retweeted
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AMD正在找CW供应，核心驱动是其MI系列AI加速卡的光互联需求爆发，硅光方案（包括CPO/NPO）都需要外挂CW激光器。
目前全球CW激光器被Lumentum垄断（市占约90%），产能极度紧张，AMD找第二/第三供应商是必然动作。
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