The latest Goldman Sachs report (Exhibit 21) confirms Sivers Semiconductors as a critical Laser Source provider for BOTH the Nvidia and Broadcom CPO ecosystems.
As AI clusters move to 1.6T speeds, Sivers provides the "engine" for next-gen Co-Packaged Optics alongside titans like TSMC and Foxconn. With commercial production ramping for 2026, $SIVE is positioned at the heart of the "AI Supercycle" infrastructure.
Massive validation for the photonics play. 📈💎
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