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๐จ $GFS $SIVE $LITE : US GOVERNMENT BACKS CPO REVOLUTION WITH $3B FUNDING ๐ฅ
The U.S. government just signaled a massive long-term bet on domestic CPO infrastructure by taking a 1% stake in $GFS and injecting $3B specifically into Co-Packaged Optics and Silicon Photonics. ๐ฐ This is a structural catalyst that directly benefits the two listed laser suppliers named in GlobalFoundries' own slides: $SIVE and $LITE . ๐
Sivers' laser array is now embedded in the SCALE platform's CPO reference design โ a seal of institutional approval that mirrors the strategic backing Intel's foundry received. ๐ This kind of government-led liquidity injection often precedes multi-year expansion cycles in emerging tech supply chains. ๐ฌ Will you track the volume confirmation on $SIVE and $LITE before adding exposure? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #GFS #SIVE #LITE #CPO #SiliconPhotonics
๐ ๐ฅ
๐จ $GFS $SIVE $LITE : US GOVERNMENT BACKS CPO REVOLUTION WITH $3B FUNDING ๐ฅ
The U.S. government just signaled a massive long-term bet on domestic CPO infrastructure by taking a 1% stake in $GFS and injecting $3B specifically into Co-Packaged Optics and Silicon Photonics. ๐ฐ This is a structural catalyst that directly benefits the two listed laser suppliers named in GlobalFoundries' own slides: $SIVE and $LITE . ๐
Sivers' laser array is now embedded in the SCALE platform's CPO reference design โ a seal of institutional approval that mirrors the strategic backing Intel's foundry received. ๐ This kind of government-led liquidity injection often precedes multi-year expansion cycles in emerging tech supply chains. ๐ฌ Will you track the volume confirmation on $SIVE and $LITE before adding exposure? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #GFS #SIVE #LITE #CPO #SiliconPhotonics
๐ ๐ฅ
The U.S. government just signaled a massive long-term bet on domestic CPO infrastructure by taking a 1% stake in $GFS and injecting $3B specifically into Co-Packaged Optics and Silicon Photonics. ๐ฐ This is a structural catalyst that directly benefits the two listed laser suppliers named in GlobalFoundries' own slides: $SIVE and $LITE . ๐
Sivers' laser array is now embedded in the SCALE platform's CPO reference design โ a seal of institutional approval that mirrors the strategic backing Intel's foundry received. ๐ This kind of government-led liquidity injection often precedes multi-year expansion cycles in emerging tech supply chains. ๐ฌ Will you track the volume confirmation on $SIVE and $LITE before adding exposure? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #GFS #SIVE #LITE #CPO #SiliconPhotonics
๐ ๐ฅ
57
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Article
Monkey King's 10x Potential Play: TSMC Builds the Brain, GFS Builds the Nerves and Blood Vessels, with a $44 Billion Market Cap, Is It Overpriced or Undervalued?GFS, the only large-scale pure wafer foundry in the USA!
GFS isn't playing the same game as TSMC; TSMC crafts the most precise surgical scalpel, while GFS makes the toughest combat knife on the battlefield.
In 2018, they gave up the race for nodes below 7nm, and everyone thought they were throwing in the towel. Looking back now, they just switched lanes and became the king.
Sure, GPUs need TSMC to be made, but many of the optical chips, RF chips, and power chips used for communication between GPUs roll off GFS's production line.
TSMC builds the brain, GFS builds the nerves and blood vessels.
What's crucial is that it's the only large pure foundry on US soil. In the era of the CHIPS Act, this status is like being the only munitions factory in wartime; the government has no choice but to protect you.
Monkey King's 10x Potential Play: TSMC Builds the Brain, GFS Builds the Nerves and Blood Vessels, with a $44 Billion Market Cap, Is It Overpriced or Undervalued?
GFS, the only large-scale pure wafer foundry in the USA!
GFS isn't playing the same game as TSMC; TSMC crafts the most precise surgical scalpel, while GFS makes the toughest combat knife on the battlefield.
In 2018, they gave up the race for nodes below 7nm, and everyone thought they were throwing in the towel. Looking back now, they just switched lanes and became the king.
Sure, GPUs need TSMC to be made, but many of the optical chips, RF chips, and power chips used for communication between GPUs roll off GFS's production line.
TSMC builds the brain, GFS builds the nerves and blood vessels.
What's crucial is that it's the only large pure foundry on US soil. In the era of the CHIPS Act, this status is like being the only munitions factory in wartime; the government has no choice but to protect you.
GFS isn't playing the same game as TSMC; TSMC crafts the most precise surgical scalpel, while GFS makes the toughest combat knife on the battlefield.
In 2018, they gave up the race for nodes below 7nm, and everyone thought they were throwing in the towel. Looking back now, they just switched lanes and became the king.
Sure, GPUs need TSMC to be made, but many of the optical chips, RF chips, and power chips used for communication between GPUs roll off GFS's production line.
TSMC builds the brain, GFS builds the nerves and blood vessels.
What's crucial is that it's the only large pure foundry on US soil. In the era of the CHIPS Act, this status is like being the only munitions factory in wartime; the government has no choice but to protect you.
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