Sivers Semiconductors

Sivers Semiconductors reported a 12% decline in second-quarter revenue to SEK 53.8m, while product revenues rose 13.6%. Adjusted EBITDA loss and operating cash flow deteriorated significantly, leading to massive cash outflows. Management used earlier share price gains for two capital increases (about SEK 125m and SEK 700m) and is investing in capacity expansion and a US secondary listing; the pipeline is stated at USD 1.2bn but is uncertain. Analyst estimates forecast a strong revenue and earnings turnaround by 2027, but the valuation remains very high and carries large uncertainties. » Altro su finanzen.net

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. » Altro su 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. » Altro su finanzen.net