Serenity’s heavy positioning in Sivers this round is simply a preemptive hit on the key to silicon photonics—after GF’s platform support, the full imagination space for the 2020 market of 250 billion by 2030 has been completely opened.

Reports indicate that Serenity issued a statement hinting at a historic partnership with a photonics company, whose lasers have become industry standards for CPO, Pluggables, SiPH, and others, directly benefiting AI chip manufacturers. The community confirmed that this company is Sivers Semiconductors (SIVE), Serenity's major holding. Sivers announced today that it has reached a strategic partnership with GlobalFoundries, with its laser array embedded into GF's silicon photonics platform, supporting AI data center interconnects such as CPO and LPO. The goal is to achieve a $25 billion plug-in optical market by 2030, becoming GF's default light source in its ecosystem.