Davy@BlinklebloopCredo Technology $CRDO and ams OSRAM (SIX: AMS) are collaborating on a new optical interconnect standard for AI datacenters. This will probably end up in a supply agreement between the two- later. I think that ams Osram, with its mature VCSEL experience, and team will end up
Davy@BlinklebloopCould ams Osram (SWX: AMS) be the next Sivers Semiconductor? Until recently, the AI thesis was easy to dismiss: “Okay, they make some interesting microVCSELs. Another component supplier.” It got clearer when we put the puzzle pieces together... >Development deal with a leading
