“White-Haired Stock Guru” Serenity Re-reviews SIVE: Potential Hidden Value in the Next-Generation Optical Interconnect Supply Chain for AI Data Centers

Odaily Odaily reports that the "White-Haired Stock Guru" Serenity has published another review of Sivers Semiconductors (SIVE), pointing out that the market still has a skewed understanding of SIVE. SIVE is not merely serving the expansion of CPO (Co-Packaged Optics), but is a core laser supplier in the next-generation optical interconnect architecture. It covers various next-generation optical communication architectures including Pluggable, Scale-out CPO, Scale-up CPO, and NPO. SIVE may be becoming the "laser bottleneck node" in the next-generation optical interconnect architecture. As new optical communication architectures gradually come into effect from 2027 onward, the market may be underestimating SIVE's position in the future AI data center optical interconnect supply chain.