威力Wyllie @WyllieSpaceX - Twitter Profile

1. 供应链关系已存在  Sivers $SIVE 此前已是Aeva（战略LiDAR客户）的可靠CW DFB激光 + 光学放大器供应商，生命周期潜在收入在5300万–1.38亿美元区间，Q4 2026起开始放量。Aeva现在把同一套高功率光源技术延伸到数据中心，天然会优先考虑已有合格、可靠的上游。 2. 技术匹配度高  CPO/NPO尤其是ELSFP架构，核心需求就是高功率、多波长、低噪声的CW DFB激光阵列。SIVE的InP平台 + 与WIN Semi的量产合作，正好卡在这个位置。Aeva自己有硅光集成和SOA（半导体光放大器）能力，但激光源本身仍需要高质量InP DFB， $SIVE 是现成选项之一。 3. 放大独立产能价值  在Lumentum、Coherent产能被大客户锁定、整体InP缺口仍超30%的背景下，任何能真正把高功率激光量产出来的玩家（Aeva的制造体系 + $SIVE 的激光芯片）都会被重新定价。Aeva带入超大规模云厂商项目，等于给上游打开了新的、更高ASP的需求通道。

Serenity

@aleabitoreddit

1 day ago

The unexpected thing of the week... Was $AEVA becoming a CPO/NPO optical source player. For background: $SIVE is viewed as the high confidence CW DFB laser supplier to Aeva (which is known for lidar). Today, Aeva reacted with +18.26% AH on news that they signed a JDA with an optical engine player for deployment at a major hyperscaler in H2 2027, production ramp 2028. "Optical Connectivity will leverage that foundation along with Aeva’s EXISTING high-volume manufacturing and foundry supply chain" for: - ELSFP (similar to O-Net/Enablence + $SIVE), with Sivers as the likely CW laser + potential amplifier supplier - On-chip integrated light source (likely $SIVE DFB + Aeva PIC on the architecture/integration side) TLDR: New TAM and a hyperscaler programs for Aeva for CPO/NPO, positive read through for upstream suppliers like $SIVE.

aleabitoreddit's tweet photo. The unexpected thing of the week... Was $AEVA becoming a CPO/NPO optical source player.

For background: $SIVE is viewed as the high confidence CW DFB laser supplier to Aeva (which is known for lidar).

Today, Aeva reacted with +18.26% AH on news that they signed a JDA with an optical engine player for deployment at a major hyperscaler in H2 2027, production ramp 2028.

"Optical Connectivity will leverage that foundation along with Aeva’s EXISTING high-volume manufacturing and foundry supply chain" for:

- ELSFP (similar to O-Net/Enablence + $SIVE), with Sivers as the likely CW laser + potential amplifier supplier

- On-chip integrated light source (likely $SIVE DFB + Aeva PIC on the architecture/integration side)

TLDR: New TAM and a hyperscaler programs for Aeva for CPO/NPO, positive read through for upstream suppliers like $SIVE.

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威力Wyllie

@WyllieSpaceX

about 9 hours ago

AI算力再猛，光出不来就是白搭。InP激光已经从“配套部件”变成了和HBM同级别的硬卡点。在这种环境下，任何能真正增加有效供给的独立产能（无论是$SIVE+Win还是$AAOI），都值得高度重视。 $SIVE $AAOI

Serenity

@aleabitoreddit

about 12 hours ago

$LITE CEO said even as their 5 InP laser fabs come online, shipments would be 30%+ below customer demand. (and worse than the current memory shortage) $AAOI said something similiar with a 20-40% figure. My guess is that InP substrates and lasers both will be one of the most severe bottlenecks in 2027. Which is why I place a lot of value on any independent capacity that comes online whether it's $SIVE with Win or $AAOI.

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