“New Stock God” Serenity assesses SIVE’s core heavy-holding position: its commercialization potential is still in the early stage, and it deserves continued market attention

Mars Finance News: On May 28, “New Stock God” Serenity appraised SIVE, its core heavy-position holding. Today, a cooperation announcement between Ayar Labs and Wiwynn may have a significant impact on SIVE (Sivers Semiconductors) as CPO (co-packaged optics) shifts toward rack-level deployment.

Wiwynn’s cloud customers include Amazon, Meta, and Microsoft, and it has already entered discussions with Google regarding TPU deployment. According to the reference architecture, each rack needs to deploy 512+ NovaSource light sources. If SIVE is expected to become the main laser array supplier, even rack deployments at a moderate scale would bring substantial revenue potential.

Serenity also said that this is still at an early stage of the commercial potential for SIVE/Ayar/Wiwynn at the rack level and has not yet appeared in revenue earnings reports. However, it has already opened an important channel for the large-scale rollout of CPO. This is a clear signal released at the supply chain level, and is worth the market’s continued attention.

SIVE (Sivers Semiconductors AB) is mainly listed on the Nasdaq Stockholm Stock Exchange in Sweden’s Stockholm. The company is currently assessing the possibility of a dual listing in the United States, but it has not officially landed on the U.S. main board yet. SIVE fell sharply by 15.49% on the most recent trading day. Serenity previously responded to the pullback in optical AI stocks such as SIVE: it is just volatility during the uptrend, and it remains committed to adding positions.