Aeva与一家光引擎公司签署了联合开发协议，计划于2028年开始为大型超大规模数据中心部署产品，收盘后股价上涨18.26%。Aeva正成为CPO/NPO光源供应商，可能利用其现有供
Aeva与一家光引擎公司签署了联合开发协议，计划于2028年开始为大型超大规模数据中心部署产品，收盘后股价上涨18.26%。Aeva正成为CPO/NPO光源供应商，可能利用其现有供应链，包括Sivers Semiconductors作为CW激光器供应商。这为Aeva开辟了新的可寻址市场和超大规模项目，对上游供应商如SIVE有积极影响。CPO/NPO产品包括ELSFP和片上集成光源，可能采用Sivers的DFB激光器和Aeva的PIC架构。
“The unexpected thing of the week... Was $AEVA becoming a CPO/NPO optical source player. For background: $SIVE is viewed as the high confidence CW DFB laser supplier to Aeva (which is known for lidar). Today, Aeva reacted with +18.26% AH on news that they signed a JDA with an optical engine player for deployment at a major hyperscaler in H2 2027, production ramp 2028. "Optical Connectivity will leverage that foundation along with Aeva’s EXISTING high-volume manufacturing and foundry supply chain" for: - ELSFP (similar to O-Net/Enablence + $SIVE), with Sivers as the likely CW laser + potential amplifier supplier - On-chip integrated light source (likely $SIVE DFB + Aeva PIC on the architecture/integration side) TLDR: New TAM and a hyperscaler programs for Aeva for CPO/NPO, positive read through for upstream suppliers like $SIVE.”原帖：X / @aleabitoreddit ↗