**[Serenity: AMD Urgently Competes for CW Laser Supply, AAOI and SIVE to Benefit]** BlockBeats reports that on June 16, Serenity stated that NVIDIA has fully locked down EML production capacity, creating an industry-wide bottleneck. Now, it is using the same strategy to secure CW laser production capacity (primarily through long-term supply agreements with LITE, COHR, and possibly MRVL and Celestial). At the same time, AMD is urgently competing for CW laser supply, but hyperscalers like AMD, AMZN, and META have reacted too slowly, leaving themselves severely constrained. Serenity analyzed the current state of the supply chain for related products as follows: Major manufacturers like Lumentum and Coherent have already been tied up by EML contracts, leaving very few independent/merchant suppliers (such as AAOI, MTSI, and SIVE), forcing all parties to compete for these. Independent CW laser-related companies like AAOI and SIVE have become key beneficiaries. [Original Link]