Co-Packaged Optics (CPO) & Silicon Photonics Stocks Mentioned by Serenity
Co-packaged optics (CPO) moves optical engines next to the switch or accelerator chip, so AI clusters can move more data with less power. Serenity's bottleneck thesis focuses on the less-crowded parts of this chain: compound-semiconductor substrates, epitaxy wafers, lasers, transceivers, and specialty silicon-photonics foundries.
10 tracked stocks: $AAOI, $ASX, $AXTI, $IQE, $LITE, $MRVL, $NVDA, $SIVE, $TSEM, $XFAB.
CPO & silicon photonics stocks in Serenity's X posts
| Ticker | Company | Serenity's angle | Mentioned | Price When Mentioned |
|---|---|---|---|---|
| $AAOI | Applied Optoelectronics NASDAQ · Optical networking |
One of Serenity's core high-conviction CPO/photonics plays, tied to high-speed optical transceivers. | Jun 5, 2026 | $177.00 |
| $ASX | ASE Technology NYSE · Semiconductor packaging |
The world's leading OSAT, cited in Serenity's research regarding CPO scale-up timelines for H2 2027. | Jun 6, 2026 | $34.03 |
| $AXTI | AXT Inc NASDAQ · Semiconductor substrates |
Essential compound substrate supplier (especially InP), critical for laser fab in CPO and transceivers. | Jun 7, 2026 | $89.04 |
| $IQE | IQE plc LSE · Semiconductor wafers |
Supplier of epitaxy wafers for optical transceiver laser fab, strategic to Western hardware supply chains. | Jun 7, 2026 | 45 GBp |
| $LITE | Lumentum NASDAQ · Optical components |
A core high-conviction optical player. Serenity tracked their Mizuho conference speech confirming H2 2027 CPO shipments. | Jun 9, 2026 | $821.76 |
| $MRVL | Marvell Technology NASDAQ · Semiconductors |
A prime high-beta AI networking and optical interconnect proxy, alongside Broadcom. | Jun 6, 2026 | $263.47 |
| $NVDA | NVIDIA NASDAQ · Semiconductors |
The ultimate bellwether and engine of the AI hardware boom, driving HBM and Silicon Photonics demand. | Jun 5, 2026 | $205.10 |
| $SIVE | Sivers Semiconductors OMX Stockholm · Photonics / wireless |
Serenity's second favorite CPO/photonics stock, noted for entering Nvidia's SiPh upstream ecosystem and scoring massive LEO satellite orders. | Jun 4, 2026 | SEK 86.75 |
| $TSEM | Tower Semiconductor NASDAQ · Semiconductor foundry |
A benchmark analog and silicon photonics foundry, used as a reference case for XFAB's growth. | Jun 6, 2026 | $235.48 |
| $XFAB | X-FAB Silicon Foundries Euronext Paris · Analog foundry |
Described by Serenity as a potential 'next TSEM' at an early stage, targeting the H2 2027 CPO inflection. | Jun 6, 2026 | €10.26 |
Mentions are not recommendations. See the performance ranking for return since mention. Not financial advice.