新股神Serenity点评重仓标的SIVE：Ayar与Wiwynn合作将带来SIVE机架级CPO营收

Odaily News The "new stock god" Serenity recently commented on its heavily weighted target SIVE. Ayar Labs and Wiwynn officially announced a collaboration today, a move that could profoundly impact Sivers Semiconductors (SIVE)'s progress in promoting the implementation of Co-Packaged Optics (CPO) technology at the rack level.

Wiwynn serves major cloud providers such as Amazon, Meta, and Microsoft, and is also in discussions with Google regarding TPU-related deployments. According to the reference architecture, a single rack would need to be equipped with over 512 Supernova light sources. If SIVE successfully becomes the primary laser array supplier, even a medium-scale rack deployment could bring significant revenue increases for the company.

Serenity admits that the current commercial deployment layout for the three parties at the rack level is still in its early stages, and the related performance is not yet reflected in financial reports. However, this collaboration has already opened up a key link for the large-scale application of CPO, representing a positive signal from the supply chain side that warrants continued market attention.

SIVE is currently listed on Nasdaq Stockholm in Sweden. The company is evaluating plans for a dual listing on Nasdaq in the United States but has not yet been listed on the main US board. The stock dropped sharply by 15.49% in the previous trading session. In response, Serenity stated that the pullback in the optical AI sector and SIVE is merely a normal fluctuation amidst an upward trend, and it continues to increase its position.