Serenity: Rivers may become a key bottleneck and bottleneck in the CPO industry BlockBeats News: On June 4th, the "new stock god" Serenity analyzed that as the co packaged optical (CPO) technology is expected to enter the large-scale deployment stage in the second half of 2027, Sivers Semiconductors (SIVE) may play both a bottleneck and a key node in the industry. It points out that there are signs of tight supply of continuous wave (CW) lasers. Affected by previous orders from Nvidia, the production capacity of Sumitomo Electric, Koga Electric, and Win Semi in Japan has become highly saturated. Sivers, which adopts a fab lite model, has actually controlled a large number of CW lasers by locking in the production capacity of Win Semi and other foundries in advance. Analysis suggests that multiple CPO routes, including Ayar Labs, Jabil, Marvel Celestial, and other ultra large scale cloud vendor ASIC projects, heavily rely on Sivers' laser solutions and lack mature alternative sources in the short term, resulting in a structural "bottleneck" position in the entire ecosystem. In addition, Sivers is the default reference laser design solution for GlobalFoundries, with relevant ecosystem participants including AMD and multiple CPO chip suppliers. Except for vertically integrated vendors such as NVIDIA and Broadcom, most ASIC and commercial CPO projects may revolve around Sivers. Serenity expects that as the CPO market grows from near zero to $81 billion to $91 billion in the next year and a half, Sivers is expected to replicate Lumentum's growth path and may grow into a company with a market value of approximately $75 billion in the coming years. However, the above views only represent the personal judgment of market analysts. [Original link]