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This is the correct response when looking at $SIVE >100m CW DFB extraordinary capacity disclosure. To give some context, Trendforce July data cites global CW/EML capacity is roughly 608.4M/year (~50.7M monthly units annualized). With $AVGO, $LITE, and Sumitomo making up ~335m/year combined. By Q4 2027, it's likely a lot of these players will significantly expand capacity again, with broadcom citing 3x Y/Y growth. (also capacity not being 1:1 since many are allocated to EML or UHP CWs, etc). But this capacity target would place Sivers in global Tier 1 laser supplier category. With possibly low double digits global laser market share if you factor in their hybrid 2:1 manufacturing model. This new disclosure is very exciting coming from a conservative company. And sheds more light on why the $MRVL SVP cited Europe as a major geography when talking about laser supply chain sourcing.