原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
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 relevance:
(121): Stojanovic, V. A UCIe optical I/O retimer chiplet for AI scale-up. In 2025 IEEE Hot Chips 37 Symposium (HCS) 1–22 (IEEE, 2025)
- This is Ayar reference (Ayar’s teraphy optical I/O chiplet), Stojanovic is Ayar Lab's co-founder btw.
(123): Winterbottom, P. Photonic interconnect for accelerated computing celestial AI photonic fabric module (cough cough Celestial)
There's more breadcrumbs out there, but wanted to keep this relatively short-form.
For more upstream beneficaries:
-> I still think $SIVE is the cleanest read through since they're likely supplying to both Celestial/Ayar.
The interposer/packaging IP layer... People were speculating $POET, but Marvell probably vertically integrated players them out this year after the announcement.
Given they've had their own SiPH interposer tech/integration IP before Celestials acquisition (eg. presented a silicon-photonics interposer back in 2023)
-> AMS Osram (which I don't own), seems like they're co-developing in this area given they randomly went out of their way this year to say HBM <-> optics was a TAM increase for them.
TLDR: I see Ayar/Celestial as candidates for SK Hynix's CPO roadmap, then microLEDs being commercialized past gen-1 maybe 2029. (this is all speculation)
Just to throw a bone to quantum dot bros, this got
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 relevance:
(121): Stojanovic, V. A UCIe optical I/O retimer chiplet for AI scale-up. In 2025 IEEE Hot Chips 37 Symposium (HCS) 1–22 (IEEE, 2025)
- This is Ayar reference (Ayar’s teraphy optical I/O chiplet), Stojanovic is Ayar Lab's co-founder btw.
(123): Winterbottom, P. Photonic interconnect for accelerated computing celestial AI photonic fabric module (cough cough Celestial)
There's more breadcrumbs out there, but wanted to keep this relatively short-form.
For more upstream beneficaries:
-> I still think $SIVE is the cleanest read through since they're likely supplying to both Celestial/Ayar.
The interposer/packaging IP layer... People were speculating $POET, but Marvell probably vertically integrated players them out this year after the announcement.
Given they've had their own SiPH interposer tech/integration IP before Celestials acquisition (eg. presented a silicon-photonics interposer back in 2023)
-> AMS Osram (which I don't own), seems like they're co-developing in this area given they randomly went out of their way this year to say HBM <-> optics was a TAM increase for them.
TLDR: I see Ayar/Celestial as candidates for SK Hynix's CPO roadmap, then microLEDs being commercialized past gen-1 maybe 2029. (this is all speculation)
Just to throw a bone to quantum dot bros, this got
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