New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce)
Obvious CW laser beneficiaries:
- $SIVE (AMD went to GFS for CPO, Sivers reference laser level)
- $AAOI (Rosenblatt analyst checks)
Lumentum/Coherent are kinda booked out way into 2028 as well.
Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co).
Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).
I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels.
To not get bottlenecked by Nvidia.
Author reports AMD is securing large-scale CW laser supply to avoid production bottlenecks from Nvidia competition, citing Trendforce. Identifies SIVE and AAOI as beneficiaries due to constrained supply from major vendors (Lumentum/Coherent booked to 2028). Author disclosed positions in AAOI/SIVE and claims to have predicted this upstream supply-chain constraint.
Trading at $547.26 (+6.98%), near $900B market cap milestone. Recent MEXT acquisition addresses memory constraints. Author frames AMD's CW laser procurement as proactive move to secure AI data-center production capacity independent of NVDA supply chain—aligns with AMD's recent aggressive positioning in AI infrastructure. Approaching earnings (Aug 3, EPS est 1.62).
Trading at $212.45 (+3.54%), $5.14T market cap. Mentioned only as competitive reference (AMD avoiding bottlenecks 'by NVDA'). Author implies NVDA's supply-chain dominance may constrain competitors, but expresses no direct view on NVDA's own prospects. Recent news on $20B bond raise for AI expansion. Earnings Aug 25.
No real-time quote or relevant news (profile shows OTC-traded Silver Verde May Mining Co, likely ticker mismatch—author likely means Sivers Semiconductors). Author cites AMD's GFS CPO relationship and 'reference laser level' positioning. Confidence moderate: relies on supply-chain logic and author's prior prediction, but external data unavailable to confirm Sivers exposure or recent momentum.
关键要点
AMD negotiating large CW laser orders to ensure production capacity independent of NVDA constraints (Trendforce source)
Lumentum/Coherent heavily booked through 2028; Lumentum constrained on CW capacity from existing EML contracts
SIVE positioned as AMD's CPO reference laser supplier; AAOI validated by Rosenblatt analyst checks
