原文：

原文：
$SIVE announced today that it is expanding InP manufacturing in Glasgow.

The new capacity target is:

~100 million CW DFB laser annual production.

Using Sivers’ historical $50-$100 per 8-laser array pricing, the implied revenue capacity might be ~$625M-$1.25B/year (not guidance, just illustrative modeling)

I’m personally very surprised by the amount of capacity coming online from their new hybrid manufacturing model, targeted Q4 2027.

Especially during an industry shortage, mentioned by $AVGO earnings call today.

翻译：
$SIVE 今日宣布将在格拉斯哥扩大 InP 生产。

新的产能目标是：

~1亿 CW DFB 激光器年产量。

按照 Sivers 过去每 8 激光阵列 $50-$100 的定价，暗示的收入规模可能在约 $625M-$1.25B/年（非指引，仅为示例模型）

我个人对他们新混合制造模式将在 Q4 2027 投产的产能规模感到非常惊讶。

尤其是在今天 $AVGO 财报电话会议提到的行业短缺期间。