BlockBeats News, July 6th, Serenity's article stated that they are optimistic about the long-term prospects of the Swedish photonics company Sivers Semiconductors (SIVE), believing that it is poised to grow into the "next Lumentum (LITE)." In recent months, Sivers has made significant progress in the AI ​​optical interconnect field, including collaborating with O-Net to drive ELS into mass production, supporting Jabil's (JBL) 1.6T LRO optical module mass production, partnering with GlobalFoundries (GFS) to layout continuous wave (CW) lasers for hyperscale cloud providers, and entering the CPO (Co-Packaged Optics) ecosystem through Ayar Labs with NVIDIA NVLink, AMD, Amazon, Alchip, GUC, and others. Additionally, the company is working with Lightium to develop TFLN+CW lasers, and is expected to support solutions for Marvell Celestial, Lightelligence, Lightmatter, and other optical interconnect schemes, while continuously expanding its undisclosed pluggable optical module customer base. TrendForce's recent report on cloud providers like AMD actively securing long-term supply agreements (LTA) for CW lasers further validates the long-term demand outlook for independent CW laser suppliers.

Serenity stated that as AI data center construction continues to advance, various optical interconnect architectures such as 1.6T optical modules, LRO, NPO, and CPO will develop in parallel over the next few years, providing Sivers with continuous revenue growth opportunities. The company recently completed oversubscribed institutional financing, with the funds expected to be used to expand laser production capacity, strengthen wafer foundry partnerships, and plan to list on the Nasdaq in the coming quarters to provide financing support for future mergers and acquisitions. The market is currently overly focused on the commercialization pace of CPO, overlooking the fact that laser products can be widely used in various architectures such as pluggable optical modules, NPO, and CPO. With the 1.6T optical module entering mass production in the second half of 2026, accelerating CPO demand in 2027, and the Nasdaq listing driving M&A strategy implementation, Sivers is poised for a new round of performance and valuation growth.