ByteDance
2026.04.24 10:33

$XIZHI TECH-P(01879.HK)

For Xi Zhi Technology, the acquisition of Celestial AI by Marvell is a strong signal, indicating that major players (Broadcom, Marvell) are directly entering the photonics field through acquisitions. This means that the current high valuations for Lightmatter and Ayar Labs are partly due to waiting for an IPO, and partly due to waiting for NVIDIA or other giants to offer an irresistible acquisition price.

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.