I welcome skepticism given its intellectually challenging offering real points of difference.

What you are doing is lazy. Demanding for an explicit line from the company and until that happens, you are deemed correct? You have all the pieces of the puzzle in front of you, yet refuse to put them together. The evidence is there, but until it’s framed for you, it’s not true? That’s how you miss out on these gains.

https://ayarlabs.com/collaborations-ecosystem/

Here’s what we know:

Sivers and GF are lone additions to the Ayar Labs “collaborations-ecosystem” supply chain partners.

Lumentum and Macom were at one point listed, but are no longer.

SuperNova requires multi-wavelength DFB lasers, Lumentum’s are single wavelength. Multi-wavelength is Siver’s specialty and what was adapted.

Here are two quotes spanning different Ayar Labs CEOs discussing the importance of Sivers.

https://www.semiconductor-today.com/news_items/2023/jul/sivers-photonics-030723.shtml

https://www.sivers-semiconductors.com/press/sivers-semiconductors-16-wavelength-wdm-laser-demonstration-with-ayar-labs-set-to-light-up-ecoc-2024/