BlockBeats News, May 28th, the "New Stock God" Serenity evaluated its core holding stock SIVE. Ayar Labs announced today a partnership with Wiwynn, which may have a significant impact on SIVE (Sivers Semiconductors) in the transition to CPO (Co-Packaged Optics) for rack-level deployment. Wiwynn's cloud customers include Amazon, Meta, Microsoft, and have been in negotiations with Google for TPU deployment. According to the reference architecture, each rack needs to deploy 512+ supernova light sources. If SIVE becomes the main laser array supplier as expected, even a moderately scaled rack deployment will bring substantial revenue potential.

Serenity further commented that currently, this is still in the early stage of the SIVE/Ayar/Wiwynn rack-level commercialization potential, not yet reflected in the revenue report, but has opened up an important channel for large-scale CPO landing. This is a clear signal released at the supply chain level and deserves continued market attention.

SIVE (Sivers Semiconductors AB) is mainly listed on the Nasdaq Stockholm in Sweden. The company is currently evaluating the possibility of a dual listing on the Nasdaq in the United States but has not officially landed on the U.S. main board. SIVE plummeted by 15.49% in the most recent trading day. Serenity previously responded to the pullback of optical AI stocks like SIVE: it is just a fluctuation in the upward trend, and remains firmly positioned for further investment.