It's pretty clear by now that $SIVE is the likely holy grail silicon photonics supplier for $AAPL...
Markets just don't know about it (this is called Alpha).
If you're curious how to map Apple to Sivers:
> "US Fortune 100" customer.
> RFQ (request for quote) for 50 MILLION units a year.
> Apple sold roughly 53.9 million Apple Watches in 2022 and averages between 38m-50m units annually
> $SIVE / Carnegie research released 135 Wavelength arechitectures, which matches Apple application specifications.
literally... what other US Fortune 100 company in world can casually produce 50 million units of consumer wearables a year? Even Samsung does 10-15M units.
That coincidentally matches with the laser architecture and applications.
$SIVE on their X did tease volume ramp from development timelines, which I guessed was Apple (H2 2027 ramp or H1 2028), but could be Ayar or Jabil.
