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“There's might be only 1 US Fortune 100 company in world sells 50 million units of consumer wearables a year. … Apple is likely set up for H1 2028 volume ramp.”
@Serenity
Apple is a hidden Sivers customer for Apple Watch silicon photonics, ~50M unit ramp H1 2028
AAPLLONG@ $289.16
$304.74+5.39%
since call May 19
peak +16.4%
“Sivers is likely to secure a spot to provide the laser arrays for the AMD’s Instinct MI500’s CPO solution in 2027-2028, as hyperscalers tend to multi-source.”
@Serenity
Sivers is the chokepoint laser supplier into AMD's 2027 MI500 CPO program; high-volume orders not yet priced.
SIVEFLONG@ $5.11
$3.33-34.83%
since call May 19
“Lumentum also signaled CW laser production issues due to overcapacity toward EML from Nvidia (after their earnings transcript) and that they were buying it…”
@Serenity
Lumentum faces CW laser bottleneck, buying externally as Nvidia EML demand crowds out capacity
LITELONG@ $875.22
$724.48-17.22%
since call May 19
“Sivers sits in the middle of the CPO as the highest-beta exposure to the laser chokepoint … one of the unknown critical suppliers among Lumentum, Coherent…”
@Serenity
Sivers is the undiscovered CW laser chokepoint for CPO, mispriced at $1.6B as TAM goes $1B to $91B
POETLONG@ $13.88
$6.89-50.39%
since call May 19
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