On May 30, 'New Stock Guru' Serenity published an analysis stating that market expectations for Sivers Semiconductors are undergoing multiple rounds of reassessment. This has evolved from early skepticism about the customer structure (around a $150 million market cap), to doubts about execution capabilities (around a $600 million market cap), then to concerns about market share and competitive landscape (around a $1.2 billion market cap), and currently to discussions about revenue growth and partners' capacity expansion. The analysis suggests that potential clients may include Jabil, Ayar Labs, Apple-related supply chains, defense clients, and companies in the data center and optical communications industry chain such as Marvell Technology, while also mentioning the supply chain systems of Lumentum Holdings, Broadcom, and SpaceX. The post further states that the company's order pipeline is expected to achieve approximately 77% growth in the short term, and believes that collaboration with Win Semiconductor (Win Semi) could alleviate some capital expenditure pressure while supporting subsequent capacity expansion. The analysis also indicates that the current market debate has shifted towards Win Semi's capacity expansion capabilities, and anticipates that institutional funds may reprice and reorganize retail holdings before the next cycle.