ShortsHow🅰️rd @ShortsHoward - Twitter Profile

More I look at $SIVE $SIVEF the more I like it: they are the only open, custom external laser supplier for CPO. Lumentum is a closed ecosystem and while their lasers are more powerful, they are more expensive, require more power, and require more space on the chip (two powerful pluggable laser modules)

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ShortsHow🅰️rd

@ShortsHoward

2 days ago

More I look at $SIVE $SIVEF the more I like it: they are the only open, custom external laser supplier for CPO. Lumentum is a closed ecosystem and while their lasers are more powerful, they are more expensive, require more power, and require more space on the chip (two powerful pluggable laser modules)

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ShortsHow🅰️rd

@ShortsHoward

3 days ago

@jasonschips Big difference as this isn’t a memecoin that could be rug pulled by an anon developer. Would like to see more conviction here otherwise anyone can generate short theses using ai chatbots

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ShortsHoward retweeted

Anders Storm

@StormDirac

3 days ago

Hej Sven synd att du inte fårr svar. Skall försöka summera några saker som jag ser som helt nytt. 1. Sivers is being integrated directly into GF's SCALE platform. GF only introduced SCALE publicly about a month ago. Until now, GF had announced the platform itself, but not a laser partner embedded into that ecosystem. The release states that Sivers' laser arrays will be available in GF's SCALE™ (Silicon Photonics Co-packaged Advanced Light Engine) platform and reference designs. Being picked as GF reference design vs Lumentum/SmartPhontics is strong statement and validation of Sivers as Laser supplier into the AI ecosystem. That means Sivers is no longer just supplying components into the market generally; it is becoming part of GF's preferred silicon photonics architecture. 2. Expansion beyond CPO into LPO and broader optical connectivity like Pluggables with a large TAM that is closer to ramp (1.6T. Pluggables). Earlier Sivers announcements focused heavily on External Light Sources (ELS) for CPO deployments. This release explicitly says the collaboration supports: a) Co-Packaged Optics (CPO) b) Linear Pluggable Optics (LPO), c) Other emerging datacenter interconnect architectures. This broadens the addressable market materially beyond the ELS/CPO discussed previously. 3. The first full foundry-level endorsement of Sivers' laser technology. All other communications with GF had been in group of companies or partnerships with Ayar Labs, or Wireless. Now adding foundry-level endorsement to previous announcements, with system and module partners such as O-Net, Enablence and Jabil. This is different because GF is one of the world's leading silicon photonics foundries. Having GF publicly state that it is pairing Sivers laser arrays with its silicon photonics and SCALE platforms is a stronger ecosystem validation than a group of partners on list or module-level partnership. 4. A big signal that Sivers is positioning for hyperscaler qualification for Pluggables via GF like they done for Jabil. If GF succeeds in becoming one of the major SiPh platforms for 1.6T or 3.2T Pluggables, then Sivers potentially gains visibility to: NVIDIA ecosystem suppliers, Broadcom ecosystem suppliers, AMD ecosystem suppliers, hyperscaler custom-AI programs.

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