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Analyst Serenity: Sivers Semiconductors Becomes CPO Industry Bottleneck on June 4

2026-06-04 07:29:25

According to BlockBeats, on June 4, analyst Serenity published analysis claiming Sivers Semiconductors holds a critical supply position in the emerging copacked optics (CPO) industry. Sivers controls CW laser supply by securing capacity at manufacturers including Win Semiconductors, as primary competitors face production constraints. The analysis indicates multiple CPO projects including those from Ayar Labs, Jabil, and Marvell Celestial depend heavily on Sivers' laser solutions with limited near-term alternatives. Sivers also serves as the default laser reference design partner for GlobalFoundries, positioning it as a structural bottleneck in the broader ecosystem.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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