Serenity, known as the “white-haired stock guru,” posted a renewed commentary on Sivers Semiconductors (SIVE), saying the market still misunderstands the company.
According to Odaily, Serenity said SIVE is not only serving the expansion of co-packaged optics (CPO), but is a core laser supplier in next-generation optical interconnect architectures.
Serenity said SIVE’s coverage includes multiple next-generation optical communications architectures, including pluggable, scale-out CPO, scale-up CPO, and NPO.
Serenity added that SIVE may be becoming a “laser bottleneck node” in next-generation optical interconnect architectures. Serenity also said that as new optical communications architectures are gradually implemented starting in 2027, the market may be underestimating SIVE’s position in the future AI data center optical interconnect supply chain.
STOCKS | Serenity Says Market Misunderstands Sivers Semiconductors’ Role in Optical Interconnects
2026-06-21 11:33:40
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