律动BlockBeats|6月 09, 2026 07:38
The 'White haired Stock God' once again calls out for SIVE: The positioning ability in the satellite communication field has been verified, and the valuation logic is expected to be reconstructed
BlockBeats News: On June 9th, the "white haired stock god" Serenity once again placed an order for SIVE. Sivers Semiconductors (SIVE) announced today that it has received a batch production order of $8.2 million for satellite terminal company all.space. The product is Ka Band beamforming chip, which will be used for the next generation of military and commercial LEO/multi orbit satellite communication terminals. The order marks the official entry of SIVE into a larger defense supply chain. Serenity pointed out that although the amount of this order is not large, it is of great significance. Not only has it verified the positioning capability of SIVE in the field of satellite communication, but it has also expanded its storyline from a single AI photonics laser to space/defense structural bottlenecks. In the future, it is expected to receive more bulk orders and long-term high margin contracts, and the valuation logic is expected to be restructured.
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