Since people are having fun speculating on $SKHY CPO roadmap supply chains. I'm gonna do my own guess and say SK Hynix is evaluating Celestial/Ayar. T...

Since people are having fun speculating on $SKHY CPO roadmap supply chains.I'm gonna do my own guess and say SK Hynix is evaluating Celestial/Ayar. Then doing heavy evaluation into microLEDs past first-gen deployments. Both have been kinda working on it for awhile. - Ayar shown up in SK hynix's own website in the context of optical <-> memory links. - Marvell is actively working with SK Hynix in custom memory solutions (and guess who owns Celestial now). Celestial/Ayar are both also cited in SK Hynix's linked Nature Paper, which helps a bit with technical...