Silicon photonics selloff splits AI sector as Serenity backs SIVE, AAOI
Jun 26, 2026
< 1 min read
by Ashish Kumar
for CryptoPolitan
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AI Overview
Heavy selling pushed optics stocks sharply lower, with Applied Optoelectronics (NASDAQ: AAOI) suffering a massive decline and peers Coherent (COHR), Lumentum (LITE) and Sivers Semiconductors (SIVE) also plunging. The selloff highlights a clear divergence within AI-related tech where optics names underperform, signaling elevated sector risk and market-impact concerns that echo volatility seen in crypto and DeFi markets and could influence fundraising, token adoption and investor appetite.
Bearish
The optics industry has seen heavy selling, resulting in a massive decline in the stock prices of Applied Optoelectronics (NASDAQ: AAOI). The same trend was seen in the shares of Coherent (XNYS: COHR), Lumentum (NASDAQ: LITE), and Sivers Semiconductors (STO: SIVE). This proves a marked distinction within the AI industry between stocks that are being...



