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“They're a small Korean optical transceiver company, similar to $AAOI”
@damnang2
Global EML/CW laser shortage + 800G/1.6T ramp sets up AAOI as the established Western optical transceiver comp to a Korean sovereign challenger
AAOILONG@ $164.49
$92.81-43.58%
since call Jun 21
“I personally think it's a lot higher risk than a major CPO player like $SIVE, that's embedded in Ayar, $JBL, $GFS, and many other hyperscaler suppliers”
@damnang2
SIVEF is the lower-risk CPO laser source play vs speculative Korean challengers, with confirmed embedding in Ayar, Jabil, and multiple hyperscaler suppliers de-risking the volume ramp
SIVEFLONG@ $9.97
$3.33-66.58%
since call Jun 21
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