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SIVE.ST
Sivers Semiconductors AB · TradingView
- 最新收盘
- $34.28
- +700.6% 自 2025-10-09
- 观点
- 114
- 观点倾向
- 看多 112看空 2
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美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
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观点概览
2026-10-03 – 2026-10-09
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Component suppliers in general are really positive on the potential FCC rules for optical transceivers: $SMTC, $MXL, $AAOI, $SIVE, $LITE and $COHR benefit as qualified Western laser, DSP and TIA capacity becomes more important.
I think semi supply chain growth needs to be re-accessed year by year, but at least for the next year and half I see unprecedented growth, with $AVGO, $NVDA and $SIVE all supply constrained.
$SIVE and $AAOI, yes for a 2027 timeframe; $NBIS is very positive into Q4 2026, and I think legacy and regular memory like $ESMT and Samsung will strongly outperform near term, along with CPU names $INTC $AMD $ARM.
