TechFlow News, May 30: Serenity—the so-called “new stock god”—posted on X stating that, after further reviewing the latest earnings call transcript of Sivers Semiconductors (SIVE), he holds an optimistic outlook for the company. Its management remarked, “Viewing ecosystem partners as competitors is not the right approach during this supercycle where demand far exceeds supply,” reflecting robust industry-wide demand in photonics. Additionally, over the past five months, the company’s photonics business pipeline has grown rapidly, driving a 77% increase in its overall revenue pipeline.
Serenity added that market focus has shifted from “Can Sivers secure customers and compete with companies like Lumentum Holdings?” to “Can it meet surging market demand?” He expects Sivers’ revenue growth curve to exhibit exponential expansion as co-packaged optics (CPO) technology accelerates deployment starting in the second half of 2027.
Previously, Serenity expressed bullish sentiment toward the AI photonics sector and highlighted AAOI, SIVE, FOCI, and Shunsin as key investment targets.
