PANews reported on June 7th that Serenity, the "new stock market guru," pointed out that Nvidia CEO Jensen Huang emphasized Silicon Photonics (optical interconnects) and memory in his latest event, stating that the company's demand for related components will reach an "unimaginable supply scale," and that it is fully mobilizing its global supply chain to meet the expansion of AI computing power. This statement is seen by the market as a strong bullish sign on the silicon photonics industry chain, directly benefiting upstream core suppliers such as SIVE (already included in the Nvidia ecosystem) and SOI (a key substrate material for silicon photonic chips), significantly improving their certainty in these areas.