["The 'New Stock God' Serenity: Jensen Huang Strongly Endorses Silicon Photonics and Memory, Demand 'Beyond Imagination'"] The "New Stock God" Serenity pointed out that NVIDIA CEO Jensen Huang emphasized Silicon Photonics (optical interconnect) and memory during a recent event, stating that the company's demand for related components will reach a "supply scale beyond imagination." NVIDIA is fully mobilizing the global supply chain to meet the expansion of AI computing power. This statement is seen by the market as a strong bullish signal for the silicon photonics industry chain, directly benefiting upstream core suppliers: SIVE (already integrated into NVIDIA's ecosystem), SOI (key substrate material for silicon photonic chips), and other segments with significantly increased certainty.