Serenity: SIVE has the potential to grow into the next LITE.
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Serenity: XFAB upgraded to "Buy"; AI and photonic chips may unlock long-term growth potential.
BlockBeats reported on July 6th that Serenity reposted Kelper's latest research report, upgrading semiconductor foundry XFAB's rating to "Buy." The report argues that Melexis demand is continuously improving, and the demand for silicon carbide (SiC), gallium nitride (GaN), and photonic chips driven by AI is expected to offset cyclical fluctuations in the automotive industry. Furthermore, the report notes that specialized foundries, scarce in the West, are receiving higher valuation premiums. Data shows that XFAB's current 2027 EV/EBITDA is only 4.8x, significantly lower than the industry median of 14.5x. Serenity stated that this indicates XFAB's core fundamentals are improving, but they are more optimistic about the growth potential of photonic chips, which the market has not yet fully priced in. They pointed out that XFAB leads the EU's PhotonixFAB project, which aims to build a European silicon photonics industry chain and promote the large-scale manufacturing of photonic chips. In the future, XFAB is expected to benefit from the growth in data center optical communication demand driven by AI giants such as Nvidia. However, since related commercial orders have not yet been implemented on a large scale, traditional valuation models still cannot reflect this long-term growth logic.
According to industry estimates, with several manufacturers expected to achieve mass production of commercial robots by 2026, the demand for magnesium alloys is expected to experience explosive growth.
According to Mars Finance, magnesium alloys are becoming the preferred material for core structural components of humanoid robots due to their comprehensive properties such as lightweight, high vibration reduction, electromagnetic shielding, and excellent heat dissipation. They are currently used in multiple models including the Tesla Optimus Gen2, XPeng IRON, Estun Robotics, and Zhiyuan Robotics. Industry insiders believe that as the commercialization process accelerates, the demand for magnesium alloys in the robotics field is expected to continue to expand. Institutional estimates show that with several manufacturers achieving mass production of commercial robots in 2026, the demand for magnesium alloys is expected to experience explosive growth. Based on a magnesium alloy usage of 12 kg per humanoid robot, assuming future shipments of 1 million and 10 million humanoid robots, the demand for magnesium alloys would reach 12,000 tons and 120,000 tons respectively. (Shanghai Securities News)
Serenity: SIVE plans to complete its Nasdaq listing process "within the next few quarters," but key signals have been overlooked by the market.
According to Odaily Odaily, Serenity, the "white-haired stock guru," stated that Sivers Semiconductors (SIVE) has disclosed plans to complete its Nasdaq listing process in the coming quarters. However, this important signal was previously significantly underestimated in market information. In essence, it means that the company's listing process has moved from the "evaluation stage" to the "formally confirmed timeline," marking a "substantial improvement" in the capital market path and a shift from uncertainty assessment to an execution stage with a clear timeline. Serenity previously disclosed that SIVE had completed a 700 million Swedish kronor capital increase, with institutional funds helping to support prices and possibly reaching a key inflection point for large-scale development.
SIVE has completed a new round of financing of 700 million Swedish kronor. Serenity says it may be entering a turning point for large-scale growth.
According to Odaily Odaily, Serenity, the "white-haired stock guru," posted on the X platform that Sivers Semiconductors (SIVE) has completed a 700 million Swedish kronor capital increase. This round of financing was "several times oversubscribed," and the size was slightly increased from the original plan. The funds raised will be mainly used to expand the production capacity of InP (indium phosphide) lasers and optical amplifiers, and to promote the company's adoption of a fab-light model to ramp up production capacity. Serenity analysts suggest that this funding round indicates SIVE may have reached a critical inflection point for scaling up. The financing price was SEK 57 per share, while the current share price is around SEK 63, close to the market price, which should provide support. The entry of institutional funds not only reduces SIVE's balance sheet risk but also provides financial support for its transition to high-volume manufacturing (HVM) phase.
Institutions: Comprehensive upward revision of Q1 DRAM and NAND Flash price growth forecasts for all products.
According to BlockBeats' latest memory industry survey, released on July 6th, demand from AI and data centers will continue to exacerbate the global memory supply-demand imbalance in the first quarter of 2026, further increasing manufacturers' bargaining power. Based on this, TrendForce has comprehensively revised upwards its Q1 price growth forecasts for all DRAM and NAND Flash products. It predicts that the overall Conventional DRAM contract price will increase by 90-95% from the 55-60% increase announced in early January, while the NAND Flash contract price will be revised upwards from 33-38% to 55-60%, with further upward revisions not ruled out. Click the original link below to join the Beating · Lark AI news channel for 24/7 monitoring of global AI hot topics and news.
Serenity responds to the sharp drop in CPO stocks: The market has overreacted; the value of related stocks is supported by real income.
BlockBeats reported on July 3rd that Serenity responded to the recent collective decline in photonics stocks, stating that the previously mentioned CPO stocks have actual revenue support, contrasting sharply with the near-zero revenue of quantum computing. Among them, LITE capacity is sold out until 2029, and AAOI is entering the market with its US-made independent CW capacity, projecting quarterly revenue of $1.4 billion by the first half of 2027, yet its current market capitalization is a ridiculously low $9.3 billion. Serenity reiterated its bullish outlook on the optical module market, predicting that TAM will grow ninefold over the next two years, reaching $154 billion (according to a GS report), especially with dollar-denominated content expanding/upgrading by 16x/45x. "Despite short-term volatility, supply and demand fundamentals will drive stock prices back to normal."