Sivers Semiconductors

Sivers Semiconductors recorded a 12% revenue decline in Q2 2026 to SEK 53.8m, while product revenue increased by 13% (18% at constant exchange rates). Adjusted EBITDA widened to a loss of SEK 35.5m, but the company stresses the decline is part of a strategic shift from NRE projects to production ramps. The opportunity pipeline rose to USD 1.2bn by July (+268% since end-2025) and the company secured SEK 825m in equity as well as the conversion of a USD 12m loan. Management expects a revenue inflection point in Q4 2026 and sees growth potential from several ramping production programs and a newly identified SAM of USD 4bn for optical semiconductor amplifiers. » More on de.investing.com

Sivers Semiconductors has agreed a strategic collaboration with GLOBALFOUNDRIES to develop silicon-photonics solutions for AI data centers. Sivers' laser arrays are to be integrated into reference designs on GLOBALFOUNDRIES’ silicon-photonics and SCALE platforms to support architectures such as co-packaged optics and linear pluggable optics. The announcement pushed the share price sharply higher in the short term (up to +60%), before the price later retreated. » More on finanzen.net

Sivers Semiconductors and GLOBALFOUNDRIES are collaborating on silicon photonics solutions for AI data centers, with Sivers laser arrays to be integrated into GLOBALFOUNDRIES’ silicon photonics and SCALE reference designs. The cooperation targets the plug‑able optics market expected to reach $25 billion by 2030 and gives Sivers access to established manufacturing capacity. After the announcement, Sivers’ stock in Stockholm jumped about 60.15% to 97.45 SEK and later traded as high as 109.60 SEK (+12.47%). » More on finanzen.net