Serenity published a post mentioning Tianfu Communications, leading to the company’s stock price surging more than 3.9% in a short time.

Recently, Japanese semiconductor test equipment giant Advantest (TSE: 6857) and silicon photonic chip firm OpenLight announced a partnership to co-develop high-volume manufacturing test solutions for silicon photonic devices. The backdrop is the ongoing expansion of AI and high-performance computing (HPC) workloads, which is driving data centers to rapidly adopt silicon photonics and co-packaged optics (CPO) technologies, creating a structural bottleneck in high-volume optoelectronic device testing. OpenLight has raised a total of $84 million in funding to date, with its latest Series A-1 round amounting to $50 million. Serenity noted that OpenLight’s ecosystem is continuing to expand, and its public market partner network is already quite comprehensive, covering Jabil (JBL, which partners with SIVE to advance photonic integrated circuit scaling), Marvell (MRVL) and MaxLinear (MXL) for DSP, Tower Semiconductor (TSEM) for wafer foundry services, and TFC Optical (Tianfu Communication, for optical packaging and assembly). Serenity pointed out that while non-accredited investors cannot directly invest in private companies like OpenLight, given the highly interconnected nature of the optical supply chain, they can still gain indirect exposure to the silicon photonics sector’s growth by investing in the aforementioned related public companies. This partnership will put Advantest head-to-head against Teradyne’s Photon 100 in the optoelectronic testing segment, further intensifying competition in the duopoly of the semiconductor automatic test equipment (ATE) market.