Jabil’s partnership + Win Semi’s expansion: this order has moved from the verification period into the supply constraint period—indicating the narrative has shifted gears.

BlockBeats News, May 30 — The "new stock god" Serenity published an analysis stating that its interpretation of Sivers Semiconductors' earnings call was "significantly optimistic," believing that the company's growth logic is shifting from the customer validation stage to the capacity and supply constraints stage.



Regarding customers and orders, the post mentioned that the Jabil-related plug-and-play collaborations are driving increased demand for optical transceiver modules, with potential beneficiaries including optical module manufacturers such as Innolight, Eoptolink, and others.



In terms of capacity and supply chain, the post stated that the company is not only collaborating with Win Semiconductor (Win Semi) but also advancing additional laser capacity and developing more partnerships, citing management's statement that "more details will be disclosed to the market when the timing is right."