Serenity(@aleabitoreddit):$SIVE announced today that it is expanding InP manufacturing in Glasgow. The new capacity target is: ~100 million CW DFB laser annual production. Using Sivers’ historical $50-$100 per 8-laser array pricing, the implied revenue capacity might be ~$625M-$1.25B/year (not guidance, just illustrative modeling) I’m personally very surprised by the amount of capacity coming online from their new hybrid manufacturing model, targeted Q4 2027. Especially during an industry shortage, mentioned by $AVGO earnings call today.

Serenity

@aleabitoreddit

Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.

参加 July 2025

209 フォロー中 1M ファン

Serenity@aleabitoreddit

2026.09.03 10:06

$SIVE announced today that it is expanding InP manufacturing in Glasgow. The new capacity target is: ~100 million CW DFB laser annual production. Using Sivers’ historical $50-$100 per 8-laser array pricing, the implied revenue capacity might be ~$625M-$1.25B/year (not guidance, just illustrative modeling) I’m personally very surprised by the amount of capacity coming online from their new hybrid manufacturing model, targeted Q4 2027. Especially during an industry shortage, mentioned by $AVGO earnings call today.