Serenity Comments on Sivers Semiconductors Amid Ayar Labs and Wiwynn Partnership

Serenity, known as the 'new stock god,' recently commented on Sivers Semiconductors (SIVE), a major holding. According to Odaily, Ayar Labs and Wiwynn announced a partnership that could significantly impact SIVE's efforts to advance co-packaged optics (CPO) technology to rack-level deployment. Wiwynn serves major cloud providers like Amazon, Meta, and Microsoft, and is in discussions with Google regarding TPU deployment. Based on the reference architecture, each rack requires over 512 supernova light sources. If SIVE becomes a key supplier of laser arrays, even moderate-scale rack deployments could lead to substantial revenue growth for the company. Serenity noted that the commercial rack-level deployment by the three parties is still in its early stages, and related performance has not yet been reflected in financial reports. However, this collaboration has opened a crucial pathway for the large-scale application of CPO, signaling positive developments from the supply chain that warrant ongoing market attention. SIVE is currently listed on the Nasdaq Stockholm in Sweden and is evaluating plans for dual listing on the Nasdaq in the U.S., though it has not yet entered the U.S. main board. The stock fell 15.49% in the previous trading session. Serenity stated that the optical AI sector and SIVE's decline are normal fluctuations during an upward trend, and they continue to increase their holdings.