**[Serenity: Sivers Expands InP Production Capacity, AI Optical Communication Market May See Potential Space Worth Billions of Dollars]** BlockBeats News, September 3 – Serenity published an article stating that Sivers Semiconductors (SIVE) has announced plans to expand its indium phosphide (InP) manufacturing capacity in Glasgow, Scotland. The goal is to achieve an annual production capacity of approximately 100 million CW DFB lasers, with the new capacity expected to go online in Q4 2027. This expansion plan was officially disclosed by Sivers. According to Serenity, based on Sivers' historical pricing of $50–$100 per set of 8 laser arrays, the new production capacity could correspond to a potential annual revenue scale of approximately $625 million to $1.25 billion (this is purely a model projection and not company revenue guidance). Serenity expressed surprise at the scale of production capacity unlocked by Sivers' hybrid manufacturing model, especially against the backdrop of a laser supply shortage in the AI data center optical communication industry. This expansion by Sivers primarily targets the demands of AI data centers and high-speed optical interconnects. [Original Link]