律动BlockBeats|6月 05, 2026 15:22
[Serenity Refutes Hedge Fund's FUD on SIVE: Intentional Neglect of Visible Growth Expectations]
BlockBeats News, June 5 — Serenity published a statement refuting the Swedish hedge fund Protean Funds' claim that the 'CPO application is fabricated' regarding SIVE. Serenity pointed out that Global Foundries has recently listed SIVE as a reference laser, and that CPO has not yet been widely commercialized, meaning current revenue does not reflect future growth. From the second half of 2026 to 2028, the TAM (Total Addressable Market) for SIVE-related CPO is expected to surge from nearly zero to $91 billion, with the overall market reaching $141 billion. SIVE has already entered the pluggable market alongside companies like Jabil, and short-term short sellers may face inflection point risks. [Original Link]
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