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2026-06-15 12:51
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The tweet indicates potential competition in laser ramping technologies with significant partners, which could weaken Intel's dominance in the CPO market if non-Intel platforms gain traction.
Latest 2026-06-15 12:51$SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement. Haven’t seen anything credible to disprove that. There’s some people without technical depth conflating TASC sensors with future Apple Watches using lasers, and don’t understand NRE volumes can carry forward years too. AI DCs for photonics are $SIVE main focus though, anything else like Apple is a cherry on top.
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