Serenity's post mentioned TianFu Communication, with the company's stock price briefly surging over 3.9%.

BlockBeats News, June 24, Recently, Japanese semiconductor test equipment giant Advantest (TSE: 6857) announced a collaboration with silicon photonics chip company OpenLight to jointly develop a high-volume production test solution for silicon photonics devices. The background is the continuous expansion of AI and high-performance computing workloads, driving data centers to adopt silicon photonics and Co-Packaged Optics (CPO) technology, which has created a structural bottleneck for the mass production testing of electro-optical devices. OpenLight has previously raised a total of $84 million in financing, with the latest Series A-1 round raising $50 million.

Serenity commented that OpenLight's ecosystem is continuously expanding, with its public market partner network being quite comprehensive, including Jabil (working with SIVE to promote the scale of photonic integrated circuits), Marvell (MRVL), and MaxLinear (MXL) providing DSP, Tower Semiconductor (TSEM) responsible for wafer foundry services, and TFC Optical (TFU Communication, optical packaging and assembly).

Serenity pointed out that for non-accredited investors, although they cannot directly invest in private companies like OpenLight, given the highly interconnected nature of the optical industry chain, by strategically positioning in the above-mentioned relevant listed companies, they can also indirectly gain exposure to the silicon photonics track's growth.

This collaboration will pit Advantest against Teradyne's Photon 100 in the electro-optical test layer, further intensifying the competition between the two semiconductor automatic test equipment oligopolies.