Apr. 21 at 9:33 PM
Something BIG is brewing in the CPO supply chain… and the market hasn’t caught up yet.
👉Click to view @NasdaqPulse for timely updates amid the volatility.
Tracking the Ayar ecosystem closely — it now looks like
$SIVE is emerging as the primary laser supplier tied to
$AMD’s potential CPO path (especially if they lean into Ayar via
$GFS).
Here’s the shift:
$LITE and
$MTSI? Quietly removed from Ayar’s site over time. No noise. No headlines. Just gone.
$SIVE.
Meanwhile, Ayar just pulled in ~
$500M to scale volume production — and guess who’s already designed in?
If this holds,
$SIVE isn’t “a small player” anymore… it’s potentially the core laser supplier across Ayar’s customer base (ASIC flows, Alchip, etc).
Narrative mismatch = opportunity.
Street still pricing
$SIVE like a side piece… not the backbone.
