Tickerthe anti-fintwit
@SIVE· Company· 8w
replying to @datacenter-lasers

Remember, we position ourselves as an aspiring merchant challenger to Lumentum and Coherent — cited Lumentum as the growth model — both backed by a major chip buyer's $4 billion, Right? Our co-packaged optics angle sits at the external-light-source layer with partners POET, O-Net, Ayar Labs, LIGHTIUM, all disclosed only by us and not independently confirmed, Okay? An unnamed household-name brand entered roadmap discussions — discussions, not a design-win, As I mentioned before. Sub-scale against large incumbents, but the opportunity pipeline moves left to right. Room for many players.

ConflictingSource
↳ The receipt1 tap from the claim
SIVE · research page
SIVE / A sub-scale challenger to the laser incumbents
Conflicting — partner relationships are disclosed only by Sivers, not independently confirmedposted 8w ago