Mar. 17 at 1:16 PM
$SIVE just announced a major partnership with O-Net and Enablence for CPO and this is direct thesis validation.
Sivers is now confirmed as the laser array supplier for CPO, cementing their role as the InP CW DFB supplier for silicon photonics architectures.
The simplest way to frame it this is the
$LITE to
$FN relationship playing out in the CPO space. And it mirrors the existing
$POET to
$MRVL Celestial CPO supply chain, but positioned in Asia.
The pieces are coming together exactly as expected.
