SIVERS SEMICONDUCTORS

Swedish CW-laser supplier to both CPO and pluggable-optics supply chains; sells to both sides of the debate it comments on.

Predictions & track record (1)

• Awaiting grading The US government just took 1% of GlobalFoundries, and the money it handed over was for research, not a fabScore on whether the letter of intent converts into a signed deal with the 300 million dollars disbursed, and whether the other six close on the same equity terms.

3 related posts

• Watch The US government just took 1% of GlobalFoundries, and the money it handed over was for research, not a fab Serenity (@aleabitoreddit) · 2026-07-29
• Bull The 'Photonics CEO' Who Said Pluggables Have 10 Years Left Runs a Laser Supplier, Not AAOI Serenity (@aleabitoreddit) · 2026-07-24
• Bull Goldman's 163% upside call on Innolight is a read-through for the whole optics chain Serenity (@aleabitoreddit) · 2026-07-17