BlockBeats reported on June 21 that Serenity published a post correcting what it described as a common market misunderstanding about SIVE: the company should not be viewed merely as a laser supplier for CPO scale-up. Serenity said SIVE’s lasers in fact cover all major next-generation optical connectivity architectures, including pluggable optical modules, CPO scale-out, CPO scale-up and NPO. In Serenity’s view, SIVE’s positioning should not be reduced to a single CPO scenario.
Jabil Collaboration Places SIVE in Pluggable Optical Modules
Serenity cited the cooperation between Sivers and JBL as the strongest piece of evidence. The two sides jointly developed a 1.6T optical transceiver using CW lasers. According to Serenity, this approach effectively bypasses the capacity bottleneck of EML, or electro-absorption modulated lasers, while also consuming less power. Jabil management described the solution as having a fairly deep moat, a point Serenity used to argue that SIVE is not limited to internal CPO connectivity but has already entered next-generation pluggable optical module designs.
Serenity further stated that after Jabil’s announcement, other pluggable optical module manufacturers proactively contacted SIVE. These discussions are currently believed by Serenity to be in joint development or certification stages. The related progress has not yet been made public and could turn into new announcements at any time. Serenity added that because most optical module manufacturers, apart from Lumentum, are not vertically integrated, Sivers’ status as an independent laser supplier becomes more important within the supply chain.
Timeline From Second Half 2026 to Second Half 2027
Looking at a longer timeline, Serenity said CPO scale-out will begin in the second half of 2026. POET was given as an example, with SIVE identified as its laser supplier. CPO scale-out refers to optical interconnects across racks and clusters, supporting data-center-level network expansion. This type of architecture focuses on connectivity between different racks and different clusters rather than only connections inside a single server or cabinet.
For CPO scale-up, Serenity pointed to the second half of 2027 as the expected period for large-scale volume growth, driven by Ayar and Nvidia’s NVLink CPO ecosystem. BlockBeats noted that CPO scale-up refers to the use of CPO inside a single AI server or cabinet to improve interconnect bandwidth between GPUs or accelerators. Serenity described this as the core volume-growth node for the broader optical connectivity track.
Reference Lasers, Design Work and ELS Supply Chains
Serenity said that, from the supply-chain map, SIVE dominates all players at this node because it very likely began design cooperation with companies such as Marvell Celestial, Lightmatter and Lightelligence many years ago. In addition to those companies, Serenity said SIVE is already a reference laser at foundries such as GlobalFoundries, or GFS. This places SIVE’s products within relevant manufacturing and validation systems.
Serenity also mentioned that large manufacturers such as O-Net are building ELS solutions based on SIVE, with the target pointed toward the supply chains of Asian hyperscale cloud companies. Serenity’s conclusion was that from 2027 onward, SIVE will appear in almost all new optical connectivity architectures, and it described SIVE as its most favored long target tied to laser bottlenecks.