### @SIVE — Estimate — from the FY2025 annual report and earnings call; the 2027 revenue is management's forward expectation
Production readiness targeted end of 2026, and we expect a subset of transceiver makers sampling our DFB lasers to commit to production plans in 2027 and beyond, Right? Remember, AI datacenter laser revenue today is zero — pre-revenue leg. Manufacturing: Glasgow fab plus WIN Semiconductors foundry partnership from March 2025. Opportunity pipeline tracks the CW laser supply shortage as links move 800G to 1.6T to 3.2T — real technology fit, but 2027 revenue is management's forward expectation, not booked, Okay? Small, nimble, batting above our size. Room for many players.
- tier: Estimate (~)
- source: SIVE / The datacenter-laser leg is pre-revenue
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-sive-src-sive-laser-pre-revenue-ingest
- posted: 2026-07-14T21:18:28.610Z