I see tons of $SIVE hype on X but almost zero explanation why it’s preferred over $LITE & $COHR in CPO
LITE and COHR win on raw power (300-500+ mW single CW lasers) for today’s ELS designs.
SIVE is pulling ahead in GPU/compute CPO — where CW laser volumes will really ramp — with native 8λ–16λ CW DFB arrays (~50-100 mW per λ).
No heavy splitting = lower loss, less heat & higher bandwidth density right next to the GPU ASIC.
Flip-chip + imec PDK lock-in seals it. ⚡