Spectra7 Microsystems Inc (QB) (SPVNF) Quote

How much lower should it go for the new investors to consider it a worthwhile investment to put money in?

Ramp up… Q3 of what year?

What was your goal when you replaced futures as the Spectra-cular hyper?

What was your goal when you replaced futures as the Spectra-cular hyper?

SEV123 is slowly losing his mind as he hearing voices whispering “your investment is gonna be ok”, yet the reality indicates the opposite. And he demands an apology from everyone who disagrees with what he says on the board about the production ramp up, etc., as the alternative points of view drive him crazy even more than the voices.

How does one human posting on an Internet stock board "cause" another human to buy shares in a stock? That is quite amazing. I didn't know humans had that kind of supernatural power.

That is right Mr oversubscribed! You caused poor Steven to buy more. An apology for that MAGA man?

It is you who cries every time, SEV123

This website is from 2023 but does a good job of explaining how ACC will be important and shows diagrams of how things need to be connected. Just hope SEV can get the greater % of the market. In one of the presentations from Bonnie earlier this year she did say that SEV has a patent that makes them better than the 2 competitors.


quote from the article below, we are also now on 800g generation.

"Andy Bechtolsheim, the founder of Sun and Arista Networks, always says that passive copper will always last one more generation, and it continues to do so. This applies to the 200G and 400G generation for the most part."
Thick cables thin margins

The cry baby called me a liar, said I was making up an offering coming, it came as I said but no apology followed. Man up, baby cry.

I can see SEV123 is grabbing cheap share with both hands…

Apologize to someone who calls names routinely? Don’t you expect too much, SEV123?

Don't you love when a cry baby posts things on the board trying to make another poster sound crazy and then doesn't have the balls to apologize? Just who posted this and why isn't he saying sorry? "The voice told you, right?"

Well proto, my understanding is things are ramping up......a lot of interest. Is NVIDIA one of them? We will need to wait and see but we do have what they want.

Well when you're getting in on offerings it's easy.

The total gross proceeds from the two tranches of the Private Placement is approximately $12.6 million. The net proceeds of the Private Placement are expected to be used for working capital and general corporate purposes.

https://www.spectra7.com/spectra7-announces-closing-of-pp-for-1-8-million

not very encouraging, you would think they could have at least snuck in something about ramping for anticipated 800gb orders expected

Your source of information, SEV123, is impeccable, it would seem.

Spectra7 Announces Closing of Second Tranche of Private Placement for $1.8 Million

https://www.spectra7.com/spectra7-announces-closing-of-pp-for-1-8-million

Ah, yes, I see. Thank you Jeff. I do understand it is frustrating to wait and watch an investment go in a way different from what we expect. Still, one can only do what one can in the now, and now is a good time even if then was not. I did purchase significant shares in the recent turn, and my contacts in the industry view this as a very large opportunity.

Hey Silicon, did you take part in this last placement?
Part of what you are feeling here is due to the length of time many have been watching these raises etc..
Personally have owned this since 2015.
You are feeling the frustration....

My friend I but replied to a fallacious statement made by another member. Was I to leave it even though it was false?

Thanks for enlightening us with your condescending tone. You sound a lot like future. He goes away and you show up. Interesting.

This has been anything but a pot of gold.

Eternal loop of refinancing. Borrow more money to pay ongoing debt. The road to nowhere.

My goodness. The convertible note was paid via share assignments, not cash payouts!

Why, I just now realized, you folks have no idea what you hold, do you? If only you had known, you'd not fret! My dear folks, but you sit upon a gold mine.

They paid off the convertible note with most of it

Hopefully for ramp up.

FGNR karma chasing him now as many of his follower and whoever invested based on his valuable insights are cursing him.

Thanks. Are you hearing why the offering so soon? They surely didn’t burn thru 10 mill this quickly. Hopefully it’s because they need cash for a large order.

The voice told you, right?

No drop in price.

Refresh my memory, what the 2nd offering already priced with the 1st one or can we expect another drop in price when they announce it lower?

Hearing voices already?

I'm hearing second tranche around the corner.

SEV123 is walking on a street and asking random people: “Second one already?”
One of them calls 911 and asking for an ambulance to pick up the guy…

Second one already?

thanks, time will tell if 650 Group is worthy of their words

Based on Alan Weckel's research from the 650 group that is what it seems like. Look on page 3 of this pdf.
650 Group

Is the market going to be serviced by 2 or 3?
Semtech, Macom & Spectra7(via its multiple distributors/ partners Volex, etc.....)

https://www.wolfspeed.com/

Macom earnings call for second quarter talks about their Acc in their webcast.
macom earnings call

It looks like they bought a company called Wolfspeed and this might be how they are making their active copper cables.

https://www.macom.com/updates/news/2023/macom-completes-acquisition-of-wolfspeed-s-rf-business

Macom earnings call for second quarter talks about their Acc in their webcast.
macom earnings call

It looks like they bought a company called Wolfspeed and this might be how they are making their active copper cables.

https://www.macom.com/updates/news/2023/macom-completes-acquisition-of-wolfspeed-s-rf-business

they also claim first to market status.

It ends before it gets started.

seems like they only think it is a 2 horse race in ACC

Been reading these forums for a while now. Here is some info from our competition.
https://ca.investing.com/news/stock-market-news/earnings-call-semtech-exceeded-expectations-with-net-sales-of-2061-million-93CH-3447396Semtech exceeded expectations with net sales of $206.1 million

Semtech anticipates the shipment of 1.6T active copper cables to begin by the end of FY '25.

The ACC opportunity is estimated to be a $100 million market, with a 50-50 production share with another component supplier.

We remain very excited by ACC opportunities and are also constructively engaged on a host of key projects as system vendors, ranging from retimed 50-gig solutions for AI and general compute applications, which we expect to substantially contribute to current year net sales, to retimed 100-gig solutions, which we expect to ramp this year, and retimed 200-gig solutions, which we expect to ramp starting in FY '26. We believe these opportunities equate to a very rewarding market over the next few years.

Harsh Kumar: Yeah. Hey, guys. First of all, congratulations on what appears to be a pretty good turnaround that you've instituted already. Paul, probably, the question that I get most often from investors is on the active copper cable opportunity. There seems to be a little bit of confusion whether you're playing in the vertical aspect or the horizontal aspect or both. Maybe you could clarify that and maybe help us understand if it's the same chipset that you will use for vertical and horizontal applications? Just a little bit more color on this opportunity?

Paul Pickle: Yeah. So, we're playing in both -- and so every rack will have two sets of active copper cables within them. That would be a total of 36 cables, but it's not the 5,000 direct attached cables you'd have to subtract from that. But horizontal cabling in between the racks is a larger opportunity, but of course, really does depend on the build configuration or the shipping configuration up to 162 cables rather for those horizontal NVLinks. In terms of chipset, it's almost the same chipsets, but there's a few ICs.


Tore Svanberg: Yes. Thank you, and congratulations on the continuous progress here. Back to the question on ACC, I think for 1.6T, Paul, you mentioned that the cable manufacturers are seeing POs and that you are qualified there. Could you just elaborate a little bit on that? And how should we think about timing there as far as when you would see that potential ramp?

Paul Pickle: Yeah, all right. So, as is kind of typical in hyperscale data center, we'll end up working with a lot of those hyperscalers as well as technology partners to spec product and build chips, collaborating on those chip definitions. As is often the case, they'll specify to us who they want us to utilize for fulfillment. A lot of times that does go to an active optical cable manufacturer, in this case, an active copper cable manufacturer. I'm not at liberty to say who those partners are, but there's two partners that have been designated. We're working with those partners for final qualification. And then, in terms of timing, it's still right now the timing is holding consistent with what we've said in the past, so the latter half of this fiscal year. And I would really kind of say that the ramp is next fiscal year, but we'd expect to see some early revenue this year.

Quinn Bolton: Hey, guys. I'll offer my congratulations as well. Just wanted to follow-up on the ACC opportunity. I know you're going to get a lot of questions here, but there's been a pretty wide range of expectations for this opportunity for you guys. And wondering if you might want to try to level set some of those expectations. I mean, how big -- what do you think a reasonable expectation might be for this business, say, in fiscal '26? I know you'll get a little bit of revenue maybe preproduction in fiscal '25, but as we look out to next year, how big could this be?

Paul Pickle: So, rather than answer how big could it be, because to imagine the high end, it's a pretty big number, I would prefer to kind of focus on what I think is currently a bit more of a reasonable expectation, at least what we're kind of planning around. So, the number of cables that could be used is heavily dependent on both the rack configuration and NVL72 versus NVL36, and the number of horizontal connections, and obviously, the number of NVLs that we'll ship next year. So, it's heavy dependence on shipment configuration, but to just cut to the chase, we kind of size it at $100 million opportunity, not as base case, I definitely don't want to put a high side case number out there. I think on that base case, it's reasonable to expect that we're going to share production between us and one other component supplier. And if you want to just put a slug in there for the share that we would see, you could call it 50-50. We were first to provide the chips, first to get designed in. Maybe that gives us a slight first-mover advantage, but I think it's reasonable to expect this kind of settles out down to a 50% share split.

Cody Acree: Yeah. Thanks for the help. Paul, can you maybe -- you gave us the details on active copper cables. Can you maybe provide some of the similar framework around your expectations for LPOs?

Paul Pickle: Yes. So, right now, we're kind of -- we've got a design project with a particular, what I would call, technology partner. It's the same partner around ACC, specifically for LPO. Most other vendors, we've got a tech partner in Broadcom (NASDAQ:AVGO) also that we're testing out solutions. We're going through lifetime testing with another OEM. So, it's making its progress. And then, I think as we kind of look at some of those LPO products, they're actually being teamed up with in-house DSP solutions from other technology partners that are not meant as a standard product portfolio per se. So, good activity there across the board. So for us, we don't need it to be LPO necessarily. These 200-gig per lane single lambda parts are going to find their way to a lot of different applications, whether they're just really good strong linear TIAs and drivers, and that kind of lends itself to being in a direct drive or in a half retimed or in a full retimed, really doesn't matter to us. I think we're going to do rather well with the product line.

Cody Acree: So, what are your expectations around LPOs for next year?

Paul Pickle: Not currently. I think we've got -- we're a little bit further along the design curve, the design in and win curve with ACCs. I think I'll be able to put better color to our 200-gig single lambda product and 1.6T optical solutions in the next couple of quarters.

Tristan Gerra: Hi, good afternoon. So, you've talked about ACC potentially moving to general purpose data center in '26. In AI, how sustainable is that in future AI platform beyond this year? When do we see horizontal and vertical connection moving ultimately to optical? And if not, why not?

Paul Pickle: It could very well be, but -- all right, so I'll tackle that last bit, Tristan, if you don't mind. If we look at configuration [indiscernible] are going to be close together and the reach is rather short. It doesn't -- you don't necessarily need optical for that. Where would it make sense to do optical? Well, if we can't do-400 gig, single-lane 400-gig active copper cables, well then I think the natural migration path would be to optical for up to some reach. But that's where you have to kind of think in terms of internal to the rack, those direct attached cables, are they going to have to go active versus passive solutions? At some speed, a lot of people would say, yes. I think we have to kind of wait and see how that goes. It really kind of depends on the switch ASICs and how strong their drivers are. But I don't see active copper. If the question is, is active copper going to be something that's short term? I think the answer to that is absolutely not. It's going to be another tool in the arsenal and it all kind of comes down to reach. But if you look at those horizontal cables, if we can't do 400-gig active copper at, let's say 1.5 meters or so, then direct drive, no latency, optical connections is the next logical choice rather than retime because you can't introduce latency into those NVLinks. Does that answer your question?

Anthony Stoss: Got it. And then just a quick follow-up on the ACC side. You talked about qualifications are ongoing. Any sense of how much longer it's going to take?

Paul Pickle: So, I think on my last call, I said we'd know in the next two quarters. We're reporting incremental progress with purchase orders at the cable manufacturers. I think we should hopefully find out in a quarter and have something to report.

Taking summer off,or until first order news which ever comes first.

Credo is where money is at. This is where you throw it.

Hey, 123, have you mortgaged your house yet? It is such a good opportunity to make tons of money. Don’t wait.

You rang or is YP asking some stupid question?

Inside AI factories and fully functioning by the 4th quarter. Not shipped then.