Halvledarmarknaden sätter kvartalrekord — minnen driver tillväxten | @EvertiqSe evertiq.se/news/2026-06-11-h… #semiconductors #electronics #memory

We're pleased to announce that Sivers has received a new $8.2M production order from @allspaceltd for Ka-band Beamforming ICs. The order underscores Sivers' growing momentum in defense and commercial satcom, where our BFICs are helping enable next-generation multi-orbit satellite communications platforms. For full details visit: sivers-semiconductors.com/pr… #Satcom #SpaceTech #Semiconductors #DefenseTech

Quietly, $SIVE just took a massive step forward. Sivers Semiconductors just delivered the kind of real-world validation that turns patience into conviction. They’ve locked in an $8.2 million production order from ALL.SPACE for advanced Ka-band beamforming ICs, real volume manufacturing through 2027 for next-gen tactical terminals that seamlessly handle LEO, MEO, and GEO orbits at once. This isn’t another prototype deal. This is the ramp kicking off! Even better: ALL.SPACE is being acquired by York Space Systems ($YSS), a major US defense prime. Sivers’ chips are now embedding straight into critical national security programs — resilient multi-orbit comms that the US Army, Navy, and allies actually need. One terminal can pack hundreds to over a thousand of these high-value chips. As volumes scale, this relationship alone can deliver tens of millions in annual revenue. With defense budgets surging, constellations exploding, and unbreakable connectivity in huge demand, the setup is incredibly strong. After following this story closely, this feels like exactly the validation we’ve been waiting for. Beamforming is winning real high-stakes spots today, while photonics keeps them primed for the AI data center boom. A small-cap at the intersection of SATCOM, defense, and next-gen infra, this is asymmetric at its best. What’s important to remember: almost everyone is hyper-focused on photonics (for good reason), but wireless has been the quiet but powerful growth engine laying the foundation all along. More than the order size, it’s the strong signal it sends. Leadership delivered exactly what the CEO flagged in Q1. Next, I expect photonics to fire with new design-ins and pre-production orders. I’m more bullish than ever. Patience here is going to pay off big.

PODD‼️🔥 Kopparväggen är AI-boomens dolda flaskhals - dags för en optisk supercykel⁉️🧐 I detta marathonavsnitt med @StormDirac får vi lära oss mer om AI-stacken - från ChatGPT och hela vägen ned till indiumfosfid (InP), varför fotoner kommer ta över elektronernas jobb och varför mångmiljardbelopp från bl.a. NVIDIA strömmar till bolag som Lumentum, Coherent och Marvell. Silicon Photonics är ljuset i AI-tunneln och Co-Packaged Optics (CPO) är trenden som spås ta fart. NVIDIA planerar att integrera det i sin Feynman-arkitektur ca 2028 (efter Vera Rubin), men varför är den fysiska närheten mellan ljus och kisel så viktig i nästa generations datacenter? Mer om det och mycket mycket mycket mer i detta poddavsnitt - håll till godo! 🤓🍻 #PrataPengar #Finanstwitter #Montrosepodden open.spotify.com/episode/6XK…

Ditt första steg mot ökad tillväxt! #SUNMICO #B2Bmarketing #consulting #scaleups #growth

Take-aways from the SWEDMA Impact Day in Stockholm, discussing how to make marketing customer-centric, data-driven and impactful, and how to use AI responsibly in marketing. sunmico.com/three-of-our-fav… #SUNMICO #B2Bmarketing #Branding #MarketingAutomation #CX #CustomerInsights

Hej Sven synd att du inte fårr svar. Skall försöka summera några saker som jag ser som helt nytt. 1. Sivers is being integrated directly into GF's SCALE platform. GF only introduced SCALE publicly about a month ago. Until now, GF had announced the platform itself, but not a laser partner embedded into that ecosystem. The release states that Sivers' laser arrays will be available in GF's SCALE™ (Silicon Photonics Co-packaged Advanced Light Engine) platform and reference designs. Being picked as GF reference design vs Lumentum/SmartPhontics is strong statement and validation of Sivers as Laser supplier into the AI ecosystem. That means Sivers is no longer just supplying components into the market generally; it is becoming part of GF's preferred silicon photonics architecture. 2. Expansion beyond CPO into LPO and broader optical connectivity like Pluggables with a large TAM that is closer to ramp (1.6T. Pluggables). Earlier Sivers announcements focused heavily on External Light Sources (ELS) for CPO deployments. This release explicitly says the collaboration supports: a) Co-Packaged Optics (CPO) b) Linear Pluggable Optics (LPO), c) Other emerging datacenter interconnect architectures. This broadens the addressable market materially beyond the ELS/CPO discussed previously. 3. The first full foundry-level endorsement of Sivers' laser technology. All other communications with GF had been in group of companies or partnerships with Ayar Labs, or Wireless. Now adding foundry-level endorsement to previous announcements, with system and module partners such as O-Net, Enablence and Jabil. This is different because GF is one of the world's leading silicon photonics foundries. Having GF publicly state that it is pairing Sivers laser arrays with its silicon photonics and SCALE platforms is a stronger ecosystem validation than a group of partners on list or module-level partnership. 4. A big signal that Sivers is positioning for hyperscaler qualification for Pluggables via GF like they done for Jabil. If GF succeeds in becoming one of the major SiPh platforms for 1.6T or 3.2T Pluggables, then Sivers potentially gains visibility to: NVIDIA ecosystem suppliers, Broadcom ecosystem suppliers, AMD ecosystem suppliers, hyperscaler custom-AI programs.

We're excited to announce a strategic collaboration with @GlobalFoundries to develop advanced silicon photonics solutions for the rapidly growing AI infrastructure market. Our laser arrays will support next-generation optical connectivity architectures, including CPO, LPO, and other emerging data center interconnect solutions, while complementing GlobalFoundries' silicon photonics platform and SCALE™ optical engine offerings targeting a projected $25 billion pluggable optics market by 2030. For full details, visit: sivers-semiconductors.com/pr…

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…

$SIVE Q1 earnings are out, this is exactly the news I was expecting from past financials and future growth. I have been saying this for weeks. The bears are going to sell the headline. Do not be the bear. The financials only give us a glimpse of the past. Revenue down 22% YoY. EBITDA burning. Low on Cash at 26.6M SEK. The stock will get hit by people who read the first line and stop. I expected exactly this. And I am still holding every share. The revenue miss is not a business problem. It is a timing problem. US government shutdown delayed defense budget approvals. That revenue did not disappear, it got pushed to H2 2026. FX headwinds from a stronger SEK against USD and GBP took another chunk on top. The underlying demand is completely intact. Now here is the number that actually matters. Pipeline grew 77% year to date to $799 million. On a company doing roughly 250M SEK in annual revenue. $799 million in qualified pipeline. That gap between the P&L and the pipeline is the entire thesis. The CEO said it himself: record pipeline growth and several volume productions confirmed through 2027, driven by enormous interest in wireless beamformers and InP lasers. We got confirmation of what we already k Inferred: SIVE is developing a 1.6T LRO pluggable transceiver with Jabil for AI datacenters. Jabil serves hyperscalers at a scale most companies never touch. 800G is already dominating datacenter shipments and 1.6T is the next wave. Being Jabil's laser partner for that transition is a real design win. Goldman Sachs put the CPO TAM at $91B by 2028. O-Net and Enablence locked in Q1. Both deep in the CPO supply chain. The right ecosystem relationships are being built right now, before the ramp. LiDAR production confirmed for Q4 2026. Automotive first, then industrial LiDAR and autonomous robots. Two monetization verticals from one platform. York Space acquisition. York Space ties directly into the US Space Development Agency. Production orders described as imminent. This takes Sivers Wireless from component supplier to vertically integrated SATCOM player overnight. Tachyon Networks expanding from 28GHz to 60GHz FWA with SIVE. A Tier-1 telecom vendor launching first products by end of 2026. US Chips Act EW Star renewal confirmed. Microelectronics Commons Year 2 funding secured. The defense revenue that was delayed is de-risked. Post-period they raised roughly SEK 125M via directed share issue. The cash concern is addressed. Board restructuring with new nominees explicitly framed as preparation for a Nasdaq NY dual listing. So you have confirmed: Jabil. O-Net. Tachyon. Enablence. York Space. LiDAR ramp. Defense recovery. Nasdaq NY dual listing. Plus those that can be inferred via supply chain mapping: $MRVL $APPL All pointing at the same 12-18 month window. Q1 numbers are the price you pay for early positioning. The pipeline and partnerships are the reason you hold. I’m counting on Sweden sells, America buy to scoop some juice shares at a discount. They will sell the financials, we will buy the chock-point into the future. Not financial advice. In long $SIVE

$SIVE Q1 Earnings: Revenue: $6.7M (-22% YoY) EBITDA: -$1.5M EPS: $0.32 (-25%) Pipeline: 77% - KEY NUMBER Ignore the financials - losses are from expanding sales team to support the pipeline preparations for U.S. listing. Upcoming exponential CPO TAM expansion to $91B (Goldman Sachs) is $SIVE's major growth driver for 1.6T pluggables. Where they sit alongside $LITE, $COHR, $MTSI as critical laser suppliers for hyperscaler architectures. All of this has been confirmed by the CEO: "Record pipeline growth and several volume productions until 2027" Driven by "enormous interest in our standard products for wireless beamformers and InP lasers" E.g. $SIVE's partnership w/ $JBL for 1.6T transceivers is pure validation of the tech. Jabil are huge. And they have other notable customers via @aleabitoreddit supply chain mapping e.g. $AAPL / $MRVL. With the pipeline expanding significantly and "additional customer prospects in pluggables" Overall very bullish validation of the long term thesis rolling into the CPO ramp up in 2027. TLDR: Ignore the headline numbers, they're scaling up to meet exponential demand. Focus on fwd growth instead, which has been confirmed via pipeline expansion in Q1. This'll only keep going up in subsequent quarters. Personally expecting Europeans to sell the headline numbers.

Sivers is pleased to report strong Q1 FY26 momentum across #Photonics, #SATCOM & #Wireless markets, with significant pipeline growth and multiple opportunities on track. For full details on today's earnings announcement visit: sivers-semiconductors.com/wp…

Breakdown on what I saw reading $SIVE earnings report $SIVE Q1 2026 dropped. On the surface it looks rough. Underneath it’s a 2027 story. Quick breakdown The ugly: Revenue 61.9m SEK, down 22% YoY Gross margin caved to 6.8% (was 11.7%) Adj EBITDA -13.8m, worse than last year Cash down to 26.6m from 73.5m a year ago They burned ~49m in operating cash in a single quarter. That’s the real headline. It gets spicier. To stay funded they: Raised ~125m SEK in April (more dilution, share count 269m to 311m YoY) Took a $17m loan facility at 12% / 10.85% That is expensive money. The balance sheet quality got worse this quarter. But here’s why I’m still holding: The revenue miss is timing, not lost business. North America sales halved purely from US defense budget approvals slipping into H2. Europe and Asia actually grew. Demand isn’t the problem. The bull case is the pipeline: Opportunity pipeline up 77% YTD to $799M Jabil collab on a 1.6T pluggable transceiver (AI datacenter validation) LIDAR auto ramp on track for Q4 2026 Multiple 2027 ramps stacking: FWA, defense, SATCOM So the setup is simple. This quarter they got paid in pipeline and diluted in equity at the same time. The whole thesis rides on the 2027 ramps actually converting to orders. If they slip the way Q1 revenue did, the cash position forces more dilution at worse terms. Now we wait for earnings call to learn more

$SIVE Q1 2026 just dropped. Quick scoring vs. my watchlist: Pipeline: $453M → $799M YTD. 77% in a single quarter. I said $550M would be thesis-confirming. This is 45% above that bar. The chokepoint thesis isn't just intact — it's accelerating faster than anyone modeled. Revenue: SEK 61.9M, -22% YoY. The number that's going to fill the replies with "told you so." Cause: U.S. government shutdown in Q4 2025 delayed defense budget approvals, pushing revenue from Q1 (and Q2) into H2 2026. Plus FX. CEO explicitly said full-year revenue plan remains on track. This is timing, not demand destruction. LiDAR: Q4 2026 production ramp explicitly reconfirmed. No slippage. Six months out. Partners: O-Net and Enablence partnership formally announced. Jabil added for 1.6T pluggable transceiver modules (after the quarter). That's three named CPO/optical partners signing on inside one quarter. Read the chain again: Sivers → ELS → optical engines → ASIC packaging. Sivers just locked in more of layer 2. Nasdaq NY: Board now "considering" the dual listing. Upgrade in language from "evaluating." One step closer to the structural multiple expansion event. Defense: New strategic development contract with a leading U.S. defense contractor (unnamed). Plus Year 2 CHIPS Act funding for the EW Star project (electromagnetic warfare). The defense layer is compounding quietly. Cash: SEK -49M operating burn in the quarter (elevated). SEK 125M raise post-quarter from institutional investors filled the gap. Burn accelerated faster than I'd like, but it's funded. The takeaway: this is exactly the kind of print where the algorithm sees "revenue -22%" and dumps the stock, while the actual business inflected forward. The pipeline went from $453M to $799M in 90 days. That doesn't happen when the chokepoint is dissolving. It happens when more counterparties are showing up to lock in supply. Watching the open. If the stock sells off on the revenue headline, I'm adding. Not financial advice. sivers-semiconductors.com/pr…

In honor of $sive / $sivef earnings call today I took the paywall off my deep dive from early April Enjoy! You might find some of my financial modeling interesting. It has changed a bit, but honestly not that much. (Hopefully) I can update it further after the call today. We will see what they say

Join Comintelli for an upcoming SCIP webinar where Jesper Martell and Tiffany Donner will explore how AI-powered Competitive Intelligence platforms are strengthening strategic decision support. Register here: us02web.zoom.us/webinar/regi…

⚠️ Gated Content (innehåll bakom leads-formulär) innebär ett strategiskt hot mot SEO, AI-sök och förtroende och kan leda till förlorad organisk trafik och varumärkessynlighet för företaget. Varför? Lär dig mer här: linkedin.com/posts/mimmisols… #SUBMICO #B2Bmarketing #digitalmarketing

Vill ni öka er marknadsnärvaro och pipeline? Kontakta #SUNMICO! Vi hjälper #tech #scaleups med transformation och tillväxt! #B2Bmarketing #consulting #growth

We’re proud to announce that Sivers Semiconductors has received $6.6M in Year 2 funding through @NSTXL in support of the EW STAR program, reflecting our strong execution and continued momentum. Get Full Details 👇 sivers-semiconductors.com/pr… #Semiconductors #DefenseTech #RF #Radar

Why is execution the hardest part of scaling a tech business? 🤔 Useful tips for breaking down company strategy to pragmatic marketing strategy & execution plan that will help you scale. linkedin.com/posts/mimmisols… #Scaleups #Growth #SaaS #SUNMICO #B2Bmarketing #consulting