Serenity: AMD Emergency Seizes CW Laser Supply, AAOI, SIVE to Benefit

BlockBeats News, June 16th, Serenity's post indicated that NVIDIA has now fully locked up EML production capacity, causing an industry-wide bottleneck; now employing the same strategy to lock up CW laser capacity (primarily through LITE, COHR, and possibly long-term supply contracts with MRVL and Celestial).

Meanwhile, AMD is urgently securing CW laser supply, but AMD, AMZN, META, and other hyperscalers have reacted too slowly, resulting in severe constraints on themselves.

Serenity analyzed the current supply chain status of related products as follows: major players such as Lumentum/Coherent have been locked in by EML contracts, with few remaining independent/merchant suppliers (such as AAOI, MTSI, SIVE), forcing all parties to compete for these resources. Independent CW laser-related companies such as AAOI and SIVE have become the beneficiaries.