Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS. The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time. (Special thanks to one of my followers Setian for the DM.) So $SIVE likely became the primary laser supplier for Ayar first-gen... and by extension for all of Ayar's customers routing through Alchip or other ASIC design firms. Ayar also raised $500M last month for VOLUME PRODUCTION, where $SIVE is designed in. This find looks structurally massive for $SIVE as it undercuts narratives about $LITE and others being primary suppliers. And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.