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[Serenity @aleabitoreddit]

$JBL literally announced in their fireside chat…

Mass production of their 1.6T LRO with excessive demand in 3-10 months.

$SIVE is likely sole source laser supplier for this specific optical transceiver.

Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier.

2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET.

This is how you do supply chain mapping on qualification cycles.

Anything they make, Sivers makes revenue off lasers.

If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints.

Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.