Redeye comments on Sivers' announcement of a USD30m investment to expand InP manufacturing capacity in Glasgow, with a production capacity of more than 100 million CW DFB lasers annually to support anticipated AI datacenter and photonics customer ramps. We view the news constructively: the disclosed capacity ceiling is larger than we had assumed for an investment of this size, and it strengthens Sivers' supply credibility with customers at a stage where that reassurance matters more than near-term volume.
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