Serenity phân tích kỳ vọng thị trường của Sivers Semiconductors và hợp tác với Win Semi

The Huoxing Finance report stated that on May 30, "New Stock God" Serenity posted an analysis indicating that market expectations for Sivers Semiconductors are undergoing multiple rounds of reassessment—from early skepticism about customer structure (at approximately $150 million market cap), to doubts about execution capability (at approximately $600 million market cap), then to concerns over market share and competitive landscape (at approximately $1.2 billion market cap), and now to discussions regarding revenue growth and partners' capacity for expansion. The analysis noted that potential customers may include Jabil, Ayar Labs, Apple-related supply chain companies, defense clients, and enterprises in the data center and optical communications industry such as Marvell Technology, while also mentioning Lumentum Holdings, Broadcom, and SpaceX's supply chain systems. The post further stated that the company's order pipeline has grown by approximately 77% in the short term, and that collaboration with Win Semiconductor (Win Semi) could alleviate some capital expenditure pressure while supporting subsequent capacity expansion. The analysis also indicated that the current market debate has shifted toward Win Semi's capacity expansion capabilities, with expectations that institutional capital may reprice and rebalance retail holdings before the next cycle.