「Stock God」 Serenity: SIVE Market Expected to Continue Upward Trend, Emphasizing Win Semi's Production Capacity and Customer Base Support Growth Logic

On May 30, Serenity—known as the "New God of Stocks"—released an analysis stating that market expectations for Sivers Semiconductors have gone through multiple rounds of reassessment. This process started with early doubts about the company’s customer structure (when its market cap stood at roughly $1.5 billion), shifted to concerns over its execution capabilities (at a market cap of around $6 billion), then moved to questions about its market share and competitive landscape (at ~$12 billion), and has now evolved into discussions about revenue growth and partner capacity expansion. The analysis identifies potential customers for Sivers Semiconductors as including Jabil, Ayar Labs, Apple’s related supply chain, defense clients, and firms in the data center and optical communication industry chains such as Marvell Technology. It also mentions the supply chain systems of Lumentum Holdings, Broadcom, and SpaceX. The post further notes that Sivers Semiconductors’ order pipeline has achieved approximately 77% growth in the short term. It believes that partnering with Win Semiconductor (Win Semi) can reduce some capital expenditure pressure while supporting future capacity expansion. Additionally, the analysis points out that the current market debate has shifted to Win Semi’s capacity expansion. It anticipates that institutional funds may reprice assets and reshuffle retail investor holdings before the next cycle.