"White-haired Stock God" Serenity reviews SIVE again: Next-generation optical interconnect supply chain for AI data centers may hold huge hidden value

According to Odaily, "White-haired Stock God" Serenity published another article commenting on Sivers Semiconductors (SIVE), noting that the market still misunderstands SIVE. SIVE is not only serving CPO (Co-Packaged Optics) expansion, but is the core laser supplier in the next-generation optical interconnect architecture, covering various next-generation optical communication architectures including Pluggable, Scale-out CPO, Scale-up CPO, and NPO. SIVE may be becoming the “laser bottleneck node” in the next-generation optical interconnect architecture. As the new optical communication architectures gradually roll out from 2027, the market may be underestimating SIVE’s position in the future AI data center optical interconnect supply chain.