新股神Serenity：SIVE深度绑定Ayar，受益全球AI机架光互连浪潮

TheOdaily星球日报讯 new "stock god" Serenity recently commented on the heavily held target SIVE. Ayar Labs and Wiwynn officially announced a partnership today, a move that could profoundly impact the progress of Sivers Semiconductors (SIVE) in driving CPO co-packaged optics technology towards rack-level deployment.

Wiwynn serves top cloud providers including Amazon, Meta, and Microsoft, and is also in discussions with Google regarding TPU-related deployments. According to the reference architecture, a single rack needs to be equipped with more than 512 Supernova light sources. If SIVE successfully becomes the primary laser array supplier, even a medium-scale rack deployment could generate substantial revenue increment for the company.

Serenity frankly stated that the current three-party rack-level commercialization layout is still in its early stages, and related results have not yet been reflected in financial reports. However, this cooperation has already unlocked a critical pathway 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 the Nasdaq Stockholm in Sweden, and the company is evaluating plans for a dual listing on the US Nasdaq, though it has not yet entered the US main board. The stock experienced a significant drop of 15.49% in the previous trading day. Regarding this, Serenity stated that the pullback in the optical AI sector and SIVE is just normal fluctuation during an uptrend, and they are continuing to increase their position.