Mars Finance reported that on May 30, “New Stock God” Serenity posted an analysis stating that market expectations for Sivers Semiconductors are going through multiple rounds of reassessment—from early doubts about the customer structure (approximately a $150 million market-cap stage), to doubts about execution capability (approximately a $600 million market-cap stage), then to doubts about market share and the competitive landscape (approximately a $1.2 billion market-cap stage), and to the current discussion stage on revenue growth and partners’ ability to expand production capacity. The view points out that its potential customers may include Jabil, Ayar Labs, Apple-related supply chains, defense customers, and data-center and optical communications industry-chain companies such as Marvell Technology, while also mentioning Lumentum Holdings, Broadcom, and the supply-chain ecosystem of SpaceX. The post further says that the company’s order pipeline has achieved about 77% growth in the short term, and believes that cooperating with Win Semiconductor (Win Semi) can reduce part of the capital expenditure pressure while supporting subsequent capacity expansion. The view also states that the current focus of market debate has shifted to Win Semi’s capacity expansion capability, and expects that institutional funds may reprice and reshuffle retail holdings before the next cycle.

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TokenTinkerTao

· 19h ago

Expectations management in Apple's supply chain has always been a double-edged sword; it depends on the pace of delivery.

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NeonMargin

· 19h ago

If the Lumentum partnership comes to fruition, the narrative around lidar technology can also be continued.

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CraterLiquidity

· 19h ago

Win Semi expands capacity to address capital expenditure pain points, and the sense that institutions are rushing ahead is now clearly evident.

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ForkItAnyway

· 19h ago

77% increase in order pipeline; this figure is truly striking at the bottom of the semiconductor cycle

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AirdropMileCounter

· 19h ago

Defense + SpaceX supply chain, has the geopolitical premium been factored in?

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NonceNinja

· 19h ago

Retail investors' pricing power is being taken over by institutions, it's the same old story.

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WaitingForConfirmationUnderThe

· 19h ago

Serenity's tracking has always been meticulous, and this time the bottleneck for expansion has been identified.

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ACalmnessWithAHintOfPomelo

· 19h ago

From Jabil to Ayar Labs, customer dispersion itself is a moat.

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SugarAirdropDream

· 19h ago

Marvell and Broadcom are both in the pipeline; the silicon photonics race is about to accelerate.

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GlassDomeUniverse

· 19h ago

Sivers' recent revaluation logic is quite strong, with a client list as luxurious as reading NASDAQ component stocks.

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"New Stock God" Serenity: SIVE market expectations continue to be revised upward, emphasizing Win Semi's capacity and customer structure supporting the growth logic

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