BlockBeats News, June 2nd, the "Stock God" Serenity hinted in a post that today's partnership announcement with a photonics company is the most decisive event in the history of "a certain company." Serenity pointed out that the company's laser has become the industry-standard laser for CPO (Co-Packaged Optics), Pluggables, and SiPh (Silicon Photonics), directly benefiting AI chip giants using related foundries, including NVDA, AVGO, AMD, and MRVL. Finally, Serenity teased and asked the community: "Does anyone know the name of this company?" Community discussions revealed that the company is Serenity's heavily invested stock SIVE.

Sivers Semiconductors (SIVE) today announced a strategic partnership with GlobalFoundries (GFS). Its laser array will be integrated into GF's silicon photonics platform and SCALE Photonics Engine reference design, supporting AI data center optical interconnect solutions such as CPO and LPO, aiming for the $25 billion pluggable optics market by 2030. This move makes Sivers' laser the default light source in the GF silicon photonics ecosystem, significantly increasing bandwidth density and energy efficiency, providing downstream AI chip manufacturers with a standardized high-performance laser solution.