ME News reports that on June 5 (UTC+8), Serenity published a rebuttal to Protean Funds, a Swedish hedge fund, challenging its claim that SIVE’s CPO application is fabricated. Serenity pointed out that Global Foundries has recently listed SIVE as a reference laser, and since CPO technology has not yet been widely commercialized, current revenues cannot reflect future growth potential. From the second half of 2026 to 2028, the total addressable market (TAM) for CPOs related to SIVE is projected to surge from nearly zero to $91 billion, with an overall market size reaching $141 billion. Having already entered the pluggable market alongside players like Jabil, short sellers may be approaching a turning point. (Source: BlockBeats)
Serenity Disputes Protean Funds' Claims on SIVE, Cites Growth Projections
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Summary
Serenity challenges Protean Funds’ on-chain claims regarding SIVE’s CPO application status. The firm points out that Global Foundries has listed SIVE as a reference laser, and CPO has not yet achieved commercial scalability. Ecosystem growth projections indicate SIVE’s CPO TAM could increase from nearly zero to $91 billion by late 2026, reaching $141 billion by 2028. SIVE has partnered with Jabil in the pluggable market, with short-term sellers exposed to inflection point risks.
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