BlockBeats News, June 2nd, The "Stock God" Serenity's heavily invested CPO (Co-Packaged Optics) leader Sivers Semiconductors (SIVE) surged over 56% intraday, with the stock price reaching 95.45 Swedish Krona. Serenity stated today that SIVE's announcement of a strategic partnership with GlobalFoundries (GFS) was the most decisive event in history. SIVE's lasers have become the industry-standard lasers for CPO, Pluggables, and SiPh (Silicon Photonics), directly benefiting AI chip giants using related foundries, including NVDA, AVGO, AMD, and MRVL.

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