Ayar Labs Partners With Wiwynn on CPO Deployment; SIVE Shares Fall 15.49%

According to BlockBeats, Ayar Labs announced a partnership with Wiwynn on May 28 to advance shared photonics deployment, with significant implications for SIVE (Sivers Semiconductors). Wiwynn serves cloud customers including Amazon, Meta, and Microsoft. Reference architectures show each rack requires 512+ photonic sources; if SIVE becomes the primary laser array supplier, even moderate-scale deployments could generate substantial revenue.

Investor Serenity noted this remains in early stages of commercial deployment and has not yet reflected in financial results, but signals an important pathway for large-scale CPO adoption. SIVE shares declined 15.49% in the most recent trading session.