I think it’s a good time to revisit $SIVE ~$427m/yr midpoint capacity revenue modeled projections. Given recent industry earnings: > $AAOI cited +20-...

Serenity: Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):

Using 10% of Win's wafer capacity as a low-end allocation (65% yield assumption, $50-$75 ASP):

Sivers would support $341-$512M worth of annual array revenue. Given upper