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Friday, November 13, 2026

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@aleabitoreddit

Serenity on X

Good question! $SIVE pre-2026 targeted custom CPO deployments like Ayar. Many of these architecturally were pushed back to 2028. Only Q3 2025, did Sivers shift to mass commercialization products, with 7 new pluggable players, including $JBL H1 2026. Sivers is also sampling NPO 200mW lasers with a series of players and hints at future 400mW capabilities for CPO. Since Sivers previously focused on custom scale up CPO players, then only recently applied their technology to near term pluggables and NPO commercialzable opportunities. They missed a lot of deployment windows others are capitalizing on now. But I think everything comes together H2 2027. I think optical TAM keeps exponentially increasing into 2030, so even if they missed 2026 or early 2027 deployments… market capture opportunity is very large relative to valuations $SIVE in my opinion is the golden goose of optical opportunities but it all comes down to to management execution, which has been slightly disappointing as of recent.
@aleabitoreddit

Serenity on X

Following the $MRVL and $LITE acquisition announcement… Samsung Electronics has been doing vertical integration of their own in photonics to thermal: - New report from Bloomberg states that Samsung Electronics is in talks to buy $MOD Modine. Which supplies thermal/cooling infrastructure for AI data centers. - 2 days ago from Digitimes, Samsung has purchased series of silicon photonics patents from Rockley Photonics (that previously was bankrupt). Covering modulators and PICs, mainly around design and integration. This follows earlier leaks that “Samsung is reportedly considering acquisitions in the silicon photonics space” After Samsung’s reportedly pursues optical engine and PIC manufacturing by 2027, and CPO services by 2029. We’ll likely see this trend accelerate with M&A vertical integration across AI supply chains. Especially considering valuations from smaller upstream companies collapsed recently, despite their strategic significance.

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