7*24

Hot topic

Market

Activities

HTX dữ liệu giám sát cho thấy, TRX đã giảm xuống dưới 0.33 USDT, hiện báo 0.33 USDT, 24H giảm 0.48%.

【TRX giảm xuống dưới 0.33 USDT】HTX dữ liệu giám sát cho thấy, TRX đã giảm xuống dưới 0.33 USDT, hiện báo 0.33 USDT, 24H giảm 0.48%.

TRX giảm xuống dưới 0.33 USDT

HTX dữ liệu giám sát cho thấy, BTC đã giảm xuống dưới 62000 USDT, hiện báo 61984.09 USDT, 24H giảm 3.49%.

【BTC giảm xuống dưới 62000 USDT】HTX dữ liệu giám sát cho thấy, BTC đã giảm xuống dưới 62000 USDT, hiện báo 61984.09 USDT, 24H giảm 3.49%.

BTC giảm xuống dưới 62000 USDT

HTX dữ liệu giám sát cho thấy, XRP giảm xuống dưới 1.1 USDT, hiện báo 1.1 USDT, 24H giảm 2.87%.

【XRP giảm xuống dưới 1.1 USDT】HTX dữ liệu giám sát cho thấy, XRP giảm xuống dưới 1.1 USDT, hiện báo 1.1 USDT, 24H giảm 2.87%.

XRP giảm xuống dưới 1.1 USDT

HTX dữ liệu giám sát cho thấy, SOL đã giảm xuống dưới 70 USDT, hiện báo 69.93 USDT, 24H giảm 5.32%.

【SOL giảm xuống dưới 70 USDT】HTX dữ liệu giám sát cho thấy, SOL đã giảm xuống dưới 70 USDT, hiện báo 69.93 USDT, 24H giảm 5.32%.

SOL giảm xuống dưới 70 USDT

HTX dữ liệu giám sát cho thấy, DOGE đã giảm xuống dưới 0.08 USDT, hiện báo 0.0799 USDT, 24H giảm 4.11%.

【DOGE giảm xuống dưới 0.08 USDT】HTX dữ liệu giám sát cho thấy, DOGE đã giảm xuống dưới 0.08 USDT, hiện báo 0.0799 USDT, 24H giảm 4.11%.

DOGE giảm xuống dưới 0.08 USDT

HTX dữ liệu giám sát cho thấy, ETH giảm xuống dưới 1700 USDT, hiện báo 1696.22 USDT, 24H giảm 2.38%.

【ETH giảm xuống dưới 1700 USDT】HTX dữ liệu giám sát cho thấy, ETH giảm xuống dưới 1700 USDT, hiện báo 1696.22 USDT, 24H giảm 2.38%.

ETH giảm xuống dưới 1700 USDT

HTX dữ liệu giám sát cho thấy, BTC đã giảm xuống dưới 63000 USDT, hiện báo 62974.81 USDT, 24H giảm 1.82%.

【BTC giảm xuống dưới 63000 USDT】HTX dữ liệu giám sát cho thấy, BTC đã giảm xuống dưới 63000 USDT, hiện báo 62974.81 USDT, 24H giảm 1.82%.

BTC giảm xuống dưới 63000 USDT

HTX data monitoring shows that UNI has broken through 3 USDT, currently reported at 3 USDT, with a 24H decline of 1.06%.

【UNI Breakthrough 3 USDT】HTX data monitoring shows that UNI has broken through 3 USDT, currently reported at 3 USDT, with a 24H decline of 1.06%.

UNI Breakthrough 3 USDT

HTX dữ liệu giám sát cho thấy, BTC đã giảm xuống dưới 64000 USDT, hiện báo 63990.01 USDT, 24H tăng 0.74%.

【BTC giảm xuống dưới 64000 USDT】HTX dữ liệu giám sát cho thấy, BTC đã giảm xuống dưới 64000 USDT, hiện báo 63990.01 USDT, 24H tăng 0.74%.

BTC giảm xuống dưới 64000 USDT

On June 23, 'White Hair' Serenity posted on social media: I believe the combination of photonics and the bottleneck of CW lasers is top-notch. It's like the market has short-term amnesia, forgetting how LITE has risen from $3 billion to over $65 billion from 2024 to now. This is due to NVDA causing an EML bottleneck and forcing architectural changes. We are indeed seeing the same situation now—AMD and other cloud service providers are aggressively buying up remaining shares through long-term agreements for large CW lasers and optical components. Goldman Sachs Research estimates that by 2028, the optical TAM will be approximately 9-10 times, reaching $154 billion; while the CPO TAM has grown from nearly zero to $91 billion in just two and a half years. Don't let a month's trading fluctuations make you disappear into thin air. AAOI has a market cap of about $13 billion, SIVE around $3 billion, and other CW laser players appear to be very valuable strategically. In the next 1-2 years, there may be some new small trends, such as microLED or quantum dots, and we will see the same thing replayed. I believe Sumitomo's predictions regarding CW laser shares and silicon photonics becoming mainstream/dominant architecture should be correct. Personally, I am just focused on that bottleneck, as you can see in stocks like SOI, SOI, TSEM, SIVE, and others.

[Serenity: Photonics and CW Lasers as Key Investment Themes for AI Infrastructure]On June 23, 'White Hair' Serenity posted on social media: I believe the combination of photonics and the bottleneck of CW lasers is top-notch. It's like the market has short-term amnesia, forgetting how LITE has risen from $3 billion to over $65 billion from 2024 to now. This is due to NVDA causing an EML bottleneck and forcing architectural changes. We are indeed seeing the same situation now—AMD and other cloud service providers are aggressively buying up remaining shares through long-term agreements for large CW lasers and optical components. Goldman Sachs Research estimates that by 2028, the optical TAM will be approximately 9-10 times, reaching $154 billion; while the CPO TAM has grown from nearly zero to $91 billion in just two and a half years. Don't let a month's trading fluctuations make you disappear into thin air. AAOI has a market cap of about $13 billion, SIVE around $3 billion, and other CW laser players appear to be very valuable strategically. In the next 1-2 years, there may be some new small trends, such as microLED or quantum dots, and we will see the same thing replayed. I believe Sumitomo's predictions regarding CW laser shares and silicon photonics becoming mainstream/dominant architecture should be correct. Personally, I am just focused on that bottleneck, as you can see in stocks like SOI, SOI, TSEM, SIVE, and others.

Serenity: Photonics and CW Lasers as Key Investment Themes for AI Infrastructure

SpaceX IPO Unlock Timeline

A Panoramic View of the Solana Privacy Ecosystem: The Complete Privacy Stack from Computation to AI

The 'Chip' Challenge and Breakthroughs in China's Optical Industry Chain

Ethereum Advances Glamsterdam Upgrade Ahead of Planned 2026 Launch

Cursor's New 1.5T Model Abandons Kimi Foundation, $60 Billion Stock Swap for Cursor, Musk's First Move Targets Microsoft's GitHub

3B Small Model's Programming Scores Rival Opus 4.5, Mysterious Model Sparks Heated Discussion, Turns Out to be Domestic

Breaking: Google Gemini Co-Head Poached by OpenAI

Intel CEO Liwu Chen's First Podcast Interview: Our Goal is '10x in 5-10 Years', Betting on Advanced Packaging, Glass Substrate, and Synthetic Diamond

Optical Chips: Collective Capacity Expansion

Google's AI Talent Loss: A Stress Test or a Prelude to an 'Obituary'?

Article

Major European and U.S. Stock Index Futures Decline, Nasdaq 100 Futures Drop Over 1%

Serenity: Photonics and CW Lasers as Key Investment Themes for AI Infrastructure

Tuyên bố miễn trừ trách nhiệm：Nội dung trên không đại diện cho quan điểm của HTX.，HTX không đưa ra bất kỳ lời khuyên giao dịch nào.。

Bài viết liên quan

Tất cả bình luận0Mới nhấtPhổ biến

Chủ đề đang thịnh hành

Bài viết liên quan