NVIDIA Locking Up Laser Supply: AAOI and SIVE in Focus 🔒
NVIDIA has fully locked EML production capacity and is now extending the same strategy to CW lasers, primarily through LITE and COHR. This aggressive move is creating a serious bottleneck, leaving hyperscalers like AMD, AMZN, and META scrambling for the remaining independent suppliers. The supply squeeze is funneling direct attention toward the few unclaimed merchant resources left, specifically AAOI and SIVE. With major contracts already secured by the top players, these independent CW laser-related companies are emerging as the primary beneficiaries of the current supply chain realignment. The structural imbalance suggests a tightening market where access to laser components dictates production pacing.
Not financial advice. Manage your risk.