Serenity(@aleabitoreddit):Haha I feel bad for the guy at the $SIVE booth. Genuinely thanks everyone for helping crowd source channel checks, really appreciate it! Think the most interesting update overall from Innolight channel checks was explicit confirmation that lasers across 70mW-200mW power range have seen ASP going up. Sivers also disclosed they raised prices. That should support gross margin expansion for laser suppliers in future quarters as higher pricing flows through.

Serenity

@aleabitoreddit

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Serenity@aleabitoreddit

2026.09.11 10:30

Haha I feel bad for the guy at the $SIVE booth. Genuinely thanks everyone for helping crowd source channel checks, really appreciate it! Think the most interesting update overall from Innolight channel checks was explicit confirmation that lasers across 70mW-200mW power range have seen ASP going up. Sivers also disclosed they raised prices. That should support gross margin expansion for laser suppliers in future quarters as higher pricing flows through.