Svmuu reports that "New Stock God" Serenity stated that Sivers has secured a bulk order worth $8.2 million from allspace for beamforming IC products used in LEO and multi-orbit satellite communication systems.
Serenity believes the significance of this order extends beyond the contract value itself, as Sivers—through its acquisition of allspace—has entered a larger defense supply chain system, increasing its potential for subsequent orders and bulk procurement contracts. Additionally, Serenity noted that Sivers holds a critical position in the space and defense communications supply chain, and is optimistic about the company's photonics business benefiting from future growth in demand from AI data centers and the optical module industry.