Robert Fritzson

[Robert Fritzson @RobertFritzson]

@aleabitoreddit There will be a lack of #SiversSemiconductors $SIVE lasers....

https://t.co/GFtTzgjknP

[Robert Fritzson @RobertFritzson]

@XinYi_Captial @aleabitoreddit and, there will be a lack of $SIVE #SiverSemiconductors lasers!...

https://t.co/GFtTzgjknP

[Robert Fritzson @RobertFritzson]

@XinYi_Captial @aleabitoreddit $SIVE is already there, eventhoug they may not name all customers, or if the product roll out has not started yet.
Many projects has been going on for 3+ years.

[Robert Fritzson @RobertFritzson]

@_zheergen @aleabitoreddit $SIVE has said some years ago, that their sensor (emitter and receiver) has been ready, but that their customer (Apple?) not have the rest of their product ready. Sivers have had to wait and see.
We do also know that Apple earlier have had some leagal issues re. bloodmeassuring.

[Kage @FinX_Intern]

@aleabitoreddit Almost like $SIVE is even broader than $LITE.

This from @FinXtracker report.

[Serenity @aleabitoreddit]

I expect Japan to mog Sweden in the World Cup tomorrow.

Probably another 4-0 after Japan's soccer players saw how Swedish media treated $SIVE.

[Robert Fritzson @RobertFritzson]

@aleabitoreddit Luckily is #SiversSemiconductors $SIVE stronger than our loweducated Swedish finance media!

https://t.co/nR8xfeoYO0

[Robert Fritzson @RobertFritzson]

@The_GreenSeeker @aleabitoreddit @grok Sivers has had about the same number of employes during the last 5 years, including about 20 Phd's.

[Robert Fritzson @RobertFritzson]

$SIVE
#SiversSemiconductors

[Serenity @aleabitoreddit]

That’s a misconception:

$SIVE is the laser supplier for next gen architectures, not just CPO scale up.

Pluggable, scale out CPO, scale up CPO, NPO, etc.

- Sivers and $JBL went god-mode and developed 1.6T optical transceivers with CW lasers.

Effectively designing around the EML bottlenecks, and even made things more power efficient.

From quotes from Jabil management they created a “relatively dramatic moat”.

So for the next gen of 1.6T pluggable transceivers, Sivers seems immediately used.

Markets missed this nuance too: after Jabil’s announcement, other pluggable players reached out, and SIVE is working with them now (prob codevelopment, qualification stage).

There’s not too many players that build optical transceivers that aren’t vertically integrated like Lumentum (think: Innolight/eoptolink, and maybe others).

So these are active developments, just not public material yet and could be a new press release anytime.

- for CPO scale out which happens H2 2026 onward like $POET, $SIVE is a laser supplier for those players.

- scale up CPO is h2 2027, from Ayar and Nvidia’a NVLink CPO ecosystem and that’s the main volume ramp across optical players.

But this is where $SIVE looks like they mog every other player from supply chain mapping.

Since they’ve likely been working + designed in with $MRVL Celestial, Lightmatter, Lightelligence and the others since they were small way back when.

On top of things like this:

For foundries like $GFS, $SIVE is the reference laser.

Not even including massive companies like O-Net building ELS with $SIVE, likely for the Asian hyperscalers supply chains.

This is why $SIVE is by far my favorite laser chokepoint long.

Feels like they’re everywhere in new optical architectures starting beginning of 2027.

[Bästinväst @bastinvast]

@AyarLabs @SemiEngineering https://t.co/GMPCgTTnli

[Robert Fritzson @RobertFritzson]

@aleabitoreddit #AyarLabs SuperNova has $SIVE #SiversSemiconductors laser inside! 👍

https://t.co/WF4zFPSmPs

[Ayar Labs @AyarLabs]

Our SuperNova external light source is built for the realities of hyperscale. It is validated in a liquid-cooled, high-density ELSFP board design, with Wiwynn, that meets the thermal, mechanical, and vibration demands.

More on @SemiEngineering:
https://t.co/zZbpeLxn0m

[Ayar Labs @AyarLabs]

Our SuperNova external light source is built for the realities of hyperscale. It is validated in a liquid-cooled, high-density ELSFP board design, with Wiwynn, that meets the thermal, mechanical, and vibration demands.

More on @SemiEngineering:
https://t.co/zZbpeLxn0m

[Robert Fritzson @RobertFritzson]

@NingiResearch #NingiResearch 🤡 is just angry short seller that got burned🔥, because they do not understand the comming need for photonics!

🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

[Robert Fritzson @RobertFritzson]

$SIVE
#SiversSemiconductors

[Serenity @aleabitoreddit]

Mizuho Research: No delays on CPO or 800v dc.

Revised up optical engine projections from $NVDA demand ramp.

- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+

- HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.

What a stupid CPO related selloff recently.

[Serenity @aleabitoreddit]

Mizuho Research: No delays on CPO or 800v dc.

Revised up optical engine projections from $NVDA demand ramp.

- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+

- HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.

What a stupid CPO related selloff recently.

[Robert Fritzson @RobertFritzson]

@aleabitoreddit $SIVE
#SiversSemiconductors

https://t.co/9ADYnn8Ft4

[Michael Rigoni @michael_rigoni]

$MRVL $JBL $SIVE 👀 how many time you can ignore before it is to late? $SIVE

[Michael Rigoni @michael_rigoni]

$MRVL $JBL $SIVE 👀 how many time you can ignore before it is to late? $SIVE

[Robert Fritzson @RobertFritzson]

@aleabitoreddit $SIVE

https://t.co/57XpMnYEcQ

[Robert Fritzson @RobertFritzson]

@2jjohan Hahaha, jag ger dig 1, men bara 1 rätt!

Du är medioker!!!

[Robert Fritzson @RobertFritzson]

@BillieBillion1 😍 Lovely!
Nothing smells better than burning 🔥 parasites!