Serenity（白毛股神）@aleabitoreddit发帖2026-06-07

英伟达CEO强调硅光子学与存储，暗示需求量巨大；对硅光子供应链看涨。

英伟达CEO强调硅光子学与存储，暗示需求量巨大；对硅光子供应链看涨。

“On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI https://t.co/m6jub4nfzx”