EFN reports that ~50% of Sivers Semiconductors is now held by "new investors", primarily through CBNY, Charles Schwab, Interactive Brokers, and Clearstream. Combined value: ~8 billion SEK. efn.se/investerarna-som-pres… It is framed as these investors are driving this on speculation. Yes maybe, that is of course possible. Or is there another angle? My take, SEK8B..what? Hence my reaction would probably be the opposite, this could be worth investigating: What thesis are these allocators actually trading? Is it pure speculation with SEK 8B in play? Who sits on these SEK8B? EFN however have asked "Richard Schatz, senior researcher in photonics at RISE Research Institutes of Sweden and former consultant for Sivers", for his opinion about Sivers. So what did Mr. Richard Schatz say: "There are several companies that manufacture these kinds of lasers, and Sivers is far from alone. I don't understand why the company has become so hyped. There are many players, not just in Europe and the US, but also in China," says Schatz. Honestly I have been COO and CEO at Sivers for almost 10 years 2015-2024 (2015 we had 18 headcount I known everyone in the Company until 2024) and also ask Board members that was in the board many years before me, both for Sivers and former CST Global (Sivers Photonics today) and none of them can recollect Mr. Schatz. I also sent an email, asking the reporter that interviewed Mr S and asked when he claims to have been a consultant at Sivers. Without reply. This doesn't really matter, it is just shows where the digging stops. Sivers Semiconductors is one of a handful of merchant InP laser suppliers globally. They have disclosed partnerships with POET Technologies, Jabil (1.6T LRO), O-Net, Ayar Labs and operate in the External Light Source category that scale-up CPO architectures depend on. Either are all these US investors dramatically wrong about the photonics layer of AI infrastructure, or the institutional allocators routing through US brokerages have identified what most Swedish investors haven't yet. Maybe this is worth investigating which? To be 100% clear no one knows (not even me), who has the right hypothesis, that we might know in 2028-2030 time frame. To help anyone intressted, I made this free and open substack to explain how the money flows. As they said in Washington follow the money... This article also gives insight to how Swedish retail trades in the stack via Avanza. andersstorm.substack.com/p/t…

Hej Nicklas @Investeraren vi talade precis nyligen i @montrose_io podden om AI stacken och AMD. Det ser ut som mycket kommer hända en del fram till 2030. Tack för ett kul samtal! open.spotify.com/episode/6XK… borskollen.se/nyheter/28/bof…

Just seen both BlackRock and Fidelity showing up as $SIVE institutional ownership? Is this completely new? morningstar.com/stocks/xsto/…

$SIVE News. ALL.SPACE Awards $8.2M Production Order to Sivers Semiconductors for Ka-Band Beamforming ICs. sivers-semiconductors.com/pr…

Något för dig @Investeraren som har bra kolla på minnet. 😉

Ett lågt samtal med Nicklas on AI stacken.

JP Morgan 5% threshold FI flagging notice for $SIVE. Has anyone identified the holder behind this filing? Could be: • Institution • Family office • High-net-worth/private investor/retial Before jumping to conclusions, it's worth understanding who actually triggered the flag. Anyone looked through the details yet? #SIVE mfn.se/cis/a/fi-se/finansins…

"Beyond Nvidia: Europe's best-performing AI stocks of 2026" For most investors, Nvidia, along with Micron, AMD, and Broadcom, has become the face of the artificial-intelligence boom, but the AI supply chain stretches far beyond Silicon Valley. Across Europe, a group of largely overlooked companies supplying critical hardware for AI data centres have emerged as some of the biggest stock-market winners of 2026." ca.finance.yahoo.com/news/be… Ranking 1-10: 1. Sivers Semiconductors — 2,245.93% $SIVE 2. Soitec — 559.98% $SOI 3. 2CRSi — 410.03% $AL2SI 4. AT&S — 366.46% 5. AIXTRON — 234.70% 6. STMicroelectronics — 204.28% $STM 7. Raspberry Pi Holdings — 198.63% 8. Technoprobe — 184.26% 9. ams-OSRAM — 175.00% 10. Nokia — 159.51% $NOK

$ASTS: The next AI bottleneck is connectivity

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories. Press Release: bit.ly/4oa8epa

Many people read the Sivers $SIVE/GlobalFoundries $GFS PR and see "AI optics." I see something more: GF's SCALE platform is explicitly positioned as a CPO solution for OCI (Optical Scale-Up Initiative), whose founding members are: NVIDIA, AMD, Broadcom, Meta, Microsoft, OpenAI Hennce, Sivers $SIVE just became the first publicly named laser partner integrated into SCALE reference designs. GF CPO solution for OCI. SCALE is the Industry First MSA capable CPO platform. OCI drives the transition from 800G EMLs to 1.6T/3.2T SiPh CW laser architectures, this partnership hence is highly strategically important. Not just a partnership announcement, it is an ecosystem announcement. "Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures": sivers-semiconductors.com/pr… "Optical Scale-up Consortium Established to Create an Open Specification for AI Infrastructure Led by Founding Members AMD, Broadcom, Meta, Microsoft, NVIDIA and OpenAI" businesswire.com/news/home/2…

Breaking news! 💥 Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions Tue, Jun 02, 2026 07:00 CET Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030 Kista, Sweden – June 2, 2026 – Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market. Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF’s SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability. news.cision.com/sivers-semic…

Avoid the fake headlines and noise -> listen to the CEO $SIVE $SIVEF speak! 👇

Made a list of the three most admired Silicon Photonics companies in Silicon Valley. Below is the biggest investors that join these outrageous multi-billion valuations. But what do these investors know about this market? Probably less than most of us. It is probably more likely they end-up as Intellego and Azelio! Ayar Labs (Series E $3.75B) - NVIDIA - AMD Ventures - Sequoia Capital - Insight Partners - MediaTek - ARK Invest (Cathie Wood) - Qatar Investment Authority (State Sovereign Wealth Fund) - Neuberger Berman (Lead Investor) Celestial AI (Final Series C1 Round) (Note: This was their final private round before being acquired by Marvell Technology for $3.2B earn-out). - BlackRock - Fidelity Management & Rese - Tiger Global Management - Samsung Catalyst Fund - AMD Ventures - Temasek (Singapore State Sovereign Wealth Fund) - Porsche Automobil Holding Lightmatter (Series D Round $4.4B). -T. Rowe Price (Lead Investor) - Google Ventures / Alphabet - Fidelity Management & Resea - HPE Pathfinder (Hewlett Packard Enterprise)

Låter som intressant teknik. Detta kanske kan bli något för framtiden. Tack för intressant artikel @Dagens__PS "Datacenter som slukar el är ett växande problem. Nu försöker Nvidia lösa problemet med att förändra tekniken. AI-jätten Nvidia har under våren investerat motsvarande minst 6,5 miljarder dollar i bolag som utvecklar fotonik. Det är en teknik som använder ljus i stället för elektriska signaler för att överföra data." dagensps.se/teknik/nvidia-st…

This is interesting information from Rosenblatt industry update on Indium Phosphide Supply and Demand. They estimate 12x supply increse 2025-2030. NVIDIA have asked for 20x supply increse over the same period.