Sivers has announced a strategic collaboration with GlobalFoundries (GF), under which Sivers' laser arrays will be integrated into reference designs on GF's silicon photonics platform and made available within GF's newly launched SCALE CPO platform, targeting co-packaged optics, linear pluggable optics, and other datacenter optical interconnect architectures. We view this as a meaningful step in Sivers' ecosystem-building effort, though the commercial read-through remains to be demonstrated.
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