Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $Coherent Corp.(COHR.US), and $Lumentum(LITE.US) in laser supply- Broadcom and Nvidia in switch platforms- Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $Taiwan Semiconductor(TSM.US), $GlobalFoundries(GFS.US), and $Tower Semicon(TSEM.US) in silicon photonics foundry capacityI’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.
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