「Stock God」 Serenity Evaluates Core Holding Stock SIVE: Commercialization Potential Still in Early Stage, Worthy of Ongoing Market Attention

BlockBeats News, May 28th, "Stock God" Serenity commented on its core holding stock SIVE. Ayar Labs announced today a partnership with Wiwynn, which may have a significant impact on SIVE (Sivers Semiconductors) in the transition to CPO (Co-Packaged Optics) for rack-level deployment. Wiwynn's cloud customers include Amazon, Meta, Microsoft, and have already been in negotiations with Google for TPU deployment. According to the reference architecture, each rack will need to deploy 512+ supernova light sources. If SIVE becomes the main laser array supplier as expected, even a moderately sized rack deployment will bring substantial revenue potential.

Serenity further stated that this is still in the early stages of the SIVE/Ayar/Wiwynn rack-level commercialization potential and has not yet been reflected in the revenue reports, but has opened up an important channel for large-scale CPO landing. This is a clear signal released at the supply chain level and worth continuous market attention.

SIVE is mainly listed on the Nasdaq Stockholm Stock Exchange in Sweden. The company is currently evaluating the possibility of a dual listing on the Nasdaq in the United States but has not officially landed on the U.S. main board. SIVE plummeted 15.49% in the most recent trading day. Serenity previously responded to the pullback of optical AI stocks like SIVE: it's just a fluctuation in the uptrend, and we remain firmly bullish.