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Open original source ↗Oh cool! $SIVE also made it there on cnyes too (leading Taiwan financial media)!
The English translation might be off a bit, but this was summarizing Sivers surprising 100M+ CW DFB annual laser capacity expansion, ~ operational Q4 2027.
And how given historical ASP from previous year presentation slides, it could translate to $625M-$1.25B capacity revenue ceiling at full utilization.
Sivers might be of more interest given its partnerships with local foundries like Win Semi.
And since its downstream partners like Ayar (Mediatek / Alchip CPO partner) are heavily investing in Taiwanese optical supply chains.
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I didn’t know my ESMT thesis was making some rounds in Taiwanese media like Cnyes/Anue. Just found it funny that I wanted to read about any recent commentary, then my name kept appearing… Special thanks to BlockBeats for the original coverage. https://t.co/nS0lBHJmgH
aleabitoreddit ↗