Remember, we position ourselves as an aspiring merchant challenger to laser incumbents Lumentum and Coherent, and on the earnings call we cited Lumentum as a

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SIVE / A sub-scale challenger to the laser incumbents

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/p/p-day-20260804-sive-src-sive-merchant-challenger-rotation ↗

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2026-08-04T01:33:02.763Z