Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Morgan Stanley's note validates prior research, highlighting key CPO participants and emphasizing the critical role of laser supply companies, particularly $SIVE, as a global leader in a niche market.
“Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’ve covered all of these before, like Tower Semi. But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO. A small $1.5B laser company next to your two leading $60B+ companies… If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers. This kinda magnifies importance of the three Western leaders of that laser chokepoint.”Original post：X / @aleabitoreddit ↗
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Named as one of the three Western leaders in laser supply for CPO, alongside $SIVE and $LITE, with a competitive moat due to Chinese lag in CPO laser development.
Trade ↗Morgan Stanley validated $SIVE as a critical global player in CPO, a small $1.5B company compared to $60B+ peers, yet uniquely positioned in a laser supply choke point where Chinese suppliers lag.
Trade ↗Identified as a key participant in laser supply for CPO, benefiting from the chokepoint where Chinese suppliers are not competitive.
Trade ↗Listed as having silicon photonics foundry capacity, but the note does not emphasize a unique edge or chokepoint for this ticker specifically.
Trade ↗