$SIVEOMX Stockholm
Sivers Semiconductors (SIVE) in Serenity's X Posts
Photonics / wireless
Swedish semiconductor company tied to photonics, wireless, and CPO-related infrastructure themes.
Tracked mention (Jun 4, 2026):
Price when mentioned: SEK 86.75 • Return since mention →
Serenity Thesis for $SIVE
Context from Serenity's (@aleabitoreddit) public X posts.
Serenity's second favorite CPO/photonics stock, noted for entering Nvidia's SiPh upstream ecosystem and scoring massive LEO satellite orders.
Recent Serenity posts mentioning $SIVE
Excerpts with links to the original public posts on X.
Thu Oct 22 12:57:16 +0000 2026@tsazeng $SIVE is directly engaged with hyperscalers and from CIOE channel checks they’re now starting work with larger pluggable makers in China… So there’s a lot of surprising ways they can cook in the next 2 earnings calls. I’m just personally waiting for new disclosures.Thu Oct 22 12:47:51 +0000 2026@aleabitoreddit Serenity I love you but we all know you need to make the same post for $SIVE shareholders lmaoTue Oct 20 06:37:59 +0000 2026I think the more exciting application is robotics/humanoids, which was mentioned in the PR. With likely $AEVA doing FMCW LiDAR and robotics sensing with LG Innotek and others (Boston Dynamics supplier). But hard to get visibility over what end product Sivers lasers go into.…Tue Oct 20 06:27:26 +0000 2026@aleabitoreddit Do you think that $AEVA will use $SIVE lasers for their $NVDA driving solution device?Tue Oct 20 06:24:08 +0000 2026Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for…2026-10-19 17:19I don't think it's unclear, but I do think segments outside of photonics are noise for what drives valuations (which I don't think management understood). Next earnings, $SIVE should use laser capacity revenue ceiling from foundry allocations + existing fabs as the core metric…2026-10-19 16:52I often come across comments suggesting that the prospects for commercializing $SIVE are unclear. We understand that the question is when a $1.2B order backlog will translate into quarterly revenue exceeding $5M. This is why there are concerns that all these metrics might turn…2026-10-19 16:44Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where…