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BlockBeats News, June 4th, the "New God of Stocks" Serenity published an article analyzing that with the Co-Packaged Optics (CPO) technology expected to enter a large-scale deployment phase in the second half of 2027, Sivers Semiconductors (SIVE) may play a dual role as an industry bottleneck and a key node. It pointed out that Continuous Wave (CW) laser supply has shown signs of tightening. Due to the impact of previous NVIDIA-related orders, capacity at Japanese companies Sumitomo Electric, Furukawa Electric, and Win Semi has been highly saturated. By leveraging a fab-lite model and securing capacity in advance at foundries like Win Semi, Sivers has effectively secured a significant portion of the final supply of CW lasers. The analysis believes that various CPO routes, including those of Ayar Labs, Jabil, Marvell Celestial, and other hyperscale cloud vendors' ASIC projects, are highly dependent on Sivers' laser solutions. In the short term, there is a lack of mature alternatives, establishing its position as a structural "bottleneck" in the entire ecosystem. Furthermore, Sivers is also the default reference laser design for GlobalFoundries, with ecosystem participants including AMD and several other CPO chip suppliers. Apart from vertically integrated companies like NVIDIA and Broadcom, most ASIC and commercial CPO projects are likely to revolve around Sivers. Serenity expects that as the CPO market size is projected to grow from near zero to $81 billion to $91 billion in the next year and a half, Sivers is poised to replicate Lumentum's growth trajectory and could potentially grow into a company with a market capitalization of around $75 billion over the next few years. However, the above views are solely the personal judgment of market analysts.

On June 4, 2026, according to the latest on-chain data from DMDAO, the decentralized matrix market-making protocol, DMD, has permanently transferred a cumulative 31,493.06 DMD to a black hole address over the past 7 calendar days. This renewed surge in burning efficiency sends the following core signals to the market: The increased intensity of this round of burning directly accelerates the token supply curve toward its absolute deflationary endpoint of 1,000,000 DMD. Driven by a multi-layered fuel mix—including matrix wealth management, harvest freezing taxes, and external resonance issuance—circulating spot tokens are undergoing high-frequency physical reductions. This irreversible supply-side compression is pushing the ecosystem's overall token distribution into an increasingly scarce, inventory-driven landscape. The DMDAO official team reiterates that DMD’s deflationary logic has never relied on capital-backed narratives, nor does it depend on irrational market sentiment for sustenance. Instead, it is a deterministic closed loop built upon real on-chain transaction friction, market-making premium buybacks, and the rigid settlement of decentralized contracts. Within a distributed order governed by "Code is Law," the weekly published burn ledger serves as the ultimate proof of the healthy operation of the protocol's underlying economic engine. Deflation continues; structure remodels. The DMDAO global algorithmic deflationary system is officially entering a deeper, more resilient, and competitive phase.

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