Sivers Expands InP Production Capacity, Expected Annual Revenue of $1.25 Billion

Sivers Semiconductors (SIVE) will expand its InP (Indium Phosphide) manufacturing capabilities in Glasgow, Scotland, aiming to achieve an annual production capacity of 100 million CW DFB lasers, expected to come online in the fourth quarter of 2027. Based on Sivers' historical pricing, each set of 8 laser arrays is priced at approximately $50-100, which means the potential annual revenue from the new capacity could reach between $625 million and $1.25 billion. This expansion is primarily aimed at meeting the demand for AI data centers and high-speed optical interconnects, responding to the tight supply situation in the laser market.

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