Serenity@aleabitoredditPost2026-07-21

AMD's upcoming SF event (July 22-23) is expected to provide disclosures on CPO roadmap and

AMD's upcoming SF event (July 22-23) is expected to provide disclosures on CPO roadmap and MI500. The author notes that if AMD commits to CPO, it would be thematically positive. For SIVE, any details confirming its involvement in AMD's CPO supply chain (via Ayar Labs or GF SCALE) would be extremely positive as it is the upstream laser supplier. However, the author states it's too early to determine today. Other companies mentioned include GFS (reportedly involved in MI500 CPO), ALAB (expected on UAL), and AVGO (expected on ESUN).

“It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23). From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500. If they confirm CPO route, would positive thematically since it's not just $NVDA forcing the transition. As for $SIVE, we'll get a better read if they're directly in AMD supply chains. Since right now, it's possible to map it through $GFS (reportedly involved in AMD MI500 CPO work) or AYAR (which AMD invested in). But no formal confirmations. So if you're turning in: - CPO thematic positive: MI500 explicitly commits to CPO/optical UALink. - AMD gives details using Ayar Labs or GF SCALE for MI500 CPO: That would be extremely positive for $SIVE, given they're the upstream laser supplier / reference laser. Currently, Blayne Curtis from Jefferies expect AMD to work with $ALAB on UAL and $AVGO on ESUN... but juicy details are here: "We are looking for whether AMD commits to a CPO based scale up solution and who supplies the optical engine" We'll get a broader read through on the supply chain come Wednesday/Thursday, too early to tell today.”