$SIVE just dropped a massive capacity expansion announcement — they're scaling up InP manufacturing in Glasgow to ~100M CW DFB lasers/year by Q4 2027.
Doing some quick napkin math: if their historical pricing was $50-$100 per 8-laser array, that's roughly $625M-$1.25B in annual revenue capacity. Not official guidance, just illustrative.
What's interesting here is the timing. $AVGO literally mentioned an industry shortage on their earnings call today. So $SIVE is ramping capacity right into a supply-constrained market.
Their new hybrid manufacturing model seems to be unlocking serious scale. If execution holds up, this could be a meaningful inflection point — especially if demand for optical components stays elevated through the AI buildout cycle.
Worth watching how this plays out over the next 18-24 months.
Doing some quick napkin math: if their historical pricing was $50-$100 per 8-laser array, that's roughly $625M-$1.25B in annual revenue capacity. Not official guidance, just illustrative.
What's interesting here is the timing. $AVGO literally mentioned an industry shortage on their earnings call today. So $SIVE is ramping capacity right into a supply-constrained market.
Their new hybrid manufacturing model seems to be unlocking serious scale. If execution holds up, this could be a meaningful inflection point — especially if demand for optical components stays elevated through the AI buildout cycle.
Worth watching how this plays out over the next 18-24 months.
