Anders Storm(@StormDirac):Your assumptions are wrong. Win Semiconductors has a InP capacity of 35.000 wafers per year. Assume even a low number 10% of that is 3500 wafers. There are approximately 3000 CW arrays on a wafer, price per Array >$50. At only 10% of this capacity Sivers could sell for more than $500m just for arrays..then you have pluggables, wireless...at 20% capacity...even more. Production qual has been ongoing for sometime, as WIN mgmt confirmed, hence should not be too far away.

2026.07.15 16:19

Your assumptions are wrong. Win Semiconductors has a InP capacity of 35.000 wafers per year. Assume even a low number 10% of that is 3500 wafers. There are approximately 3000 CW arrays on a wafer, price per Array >$50. At only 10% of this capacity Sivers could sell for more than $500m just for arrays..then you have pluggables, wireless...at 20% capacity...even more. Production qual has been ongoing for sometime, as WIN mgmt confirmed, hence should not be too far away.

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