Serenity interprets Sivers' earnings call: Photonics pipeline growth of 77%, strengthened expectations for capacity expansion and order volume increase.

Serenity interprets Sivers' earnings call: Photonics pipeline growth of 77%, strengthened expectations for capacity expansion and order volume increase.
On May 30th, Serenity published an analysis of Sivers Semiconductors' earnings call, believing that the company's growth logic is shifting from customer validation to capacity and supply constraints.
The photonics business pipeline has grown approximately 77% over the past five months, with Jabil-related plug-in collaborations driving demand for optical modules, potentially benefiting Innolight, Eoptolink.
Next, three things need to be monitored: whether relevant funds continue to flow in, whether on-chain transaction volume and holdings keep expanding, and whether project parties or regulators provide new confirmation information.
A single piece of news can only indicate that sentiment has been ignited; subsequent data will determine whether it can develop into a trend.
Risks should also be considered: Regarding capacity, aside from the Win Semi partnership, the company is pushing forward with additional laser capacity, and management said more details will be disclosed when the timing is right.
Regarding customer orders, mass production orders from main SATCOM clients are imminent, and the space communication business is entering a volume-up phase.
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