Did $GlobalFoundries(GFS.US) give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem? This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial. You get a hint of the other major players here:- $Fabrinet(FN.US) / $Advanced Semiconductor Engineering(ASX.US) for assembly- $Lumentum(LITE.US) / $SIVE for lasers- $ATEYY / $Keysight Tech(KEYS.US) for testing. There's no text-based news yet, since this was the $GlobalFoundries(GFS.US) March 2026 webinar image-based presentation.But having a <$1B company on the tiny list of laser providers next to $Lumentum(LITE.US)... Quite special right?Source: Serenity
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments