「White-Haired Stock God」 Calls Out SIVE Again: Satellite Communication Sector's Positioning Ability Validated, Valuation Logic Expected to Be Restructured

BlockBeats News, June 9th, The "White-Haired Stock God" Serenity once again called for a pump for SIVE, Sivers Semiconductors (SIVE) announced today that it has received an $8.2 million bulk production order. The customer is the satellite terminal company all.space, and the product is a Ka-Band beamforming chip, which will be used in next-generation military and commercial LEO/multi-orbit satellite communication terminals. The order marks SIVE's official entry into a larger defense supply chain.

Serenity pointed out that although this order is not large in amount, it is significant. It not only validates SIVE's positioning capability in the satellite communication field but also expands its narrative from a single AI photonics laser to space/defense structural bottlenecks. In the future, it is expected to receive more bulk orders and long-term high-margin contracts, potentially restructuring its valuation logic.