星球日报|May 30, 2026 08:05
["New Stock God" Serenity: Sivers Earnings Call Signals Positive Outlook, Strong Growth in Photonics Business]
Odaily Planet Daily News - "New Stock God" Serenity posted on the X platform, expressing optimism about the outlook for Sivers Semiconductors after further reviewing the latest earnings call. The company's management stated that "viewing ecosystem partners as competitors is not the right approach during a supercycle where demand far exceeds supply," reflecting the strong demand in the current photonics industry. Additionally, the photonics business pipeline has grown rapidly over the past five months, driving an overall revenue pipeline growth of 77%. Serenity predicts that with the accelerated adoption of CPO (Co-Packaged Optics) technology starting in the second half of 2027, Sivers' revenue growth curve is expected to exhibit exponential expansion.
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