Sivers Semiconductors plans to expand its indium phosphide (InP) manufacturing capacity in Glasgow, Scotland, targeting annual production of 100 million CW DFB lasers by Q4 2027. Serenity estimates the new capacity could generate $625 million to $1.25 billion in annual revenue, based on historical pricing of $50-$100 per 8-laser array, highlighting the tight supply in AI data center optical interconnects.
Sivers Semiconductors (SIVE) said it will expand its indium phosphide (InP) manufacturing in Glasgow, Scotland. The target is yearly output of about 100 million CW DFB lasers, and production is expected to go live in Q4 2027. Sivers disclosed the expansion.
In a report, Serenity estimated that, using Sivers' historical pricing of $50 to $100 per 8-laser array, the added capacity could equal potential annual revenue of $625 million to $1.25 billion. But Serenity was clear: this is a model projection, not company guidance.
The firm said it was surprised by how much capacity Sivers' hybrid manufacturing model can support, especially with laser supply tight in the AI data center optical communication sector. The expansion is mainly meant to serve demand from AI data centers and high-speed optical interconnects.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
