10 Comments
User's avatar
Robert Wu's avatar

Glad you speak up

Wing's Investment World's avatar

If you consider TSMC COUPE platform and modulator choice, maybe you will realize ultra high power ELS is only good for switch and scale out or scale across. For ultimate package level or even rack level CPO, Ayar Labs approach using low power, multiple wavelength with microring modulator maybe the best one in future.

Jason's Chips's avatar

You still need high power and insane laser specs for rack level. Req doesnt go away. In fact it gets more intense

Wing's Investment World's avatar

You are right and this is not a winner take all scenario.

Chris James's avatar

“Why Is Sivers Fabless?

Today, Cerebras is a fabless company. They have a facility in Glasgow which produces pilot volumes for R&D” did you mean Sivers not Cerebras?

Just curious what are you studying in school?

What makes you say accounts (we all know who) are illegally promoting Sivers?

Thanks for writing and sharing. Happy to be a paid sub. we have a wild decade ahead of us

Stock Crock's avatar

Well, most important thing is that you had the courage to say the truth… which is rare, these days. Similar to you, I have never pumped SIVE, even though, I have shared some serious deep dives on Photonics.

Laurin's avatar

well if we just knew what lasers Ayar Labs are using ...