SevenSieteSiedem |

Pikes Peak Record Breaker Visualisation ~~~~~~~ @ForkyFamily

[Breakout @breakoutprop]

The whole problem with this industry is you can't tell which firms will still exist in six months.

Breakout is backed by @krakenfx. Founded 2011, one of the oldest and most regulated exchanges in crypto.

Run that same check on the rest of your shortlist.

[Serenity @aleabitoreddit]

A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:

The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.

Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.

"The agency would ban all imports of new transceiver models ​and then exempt many ⁠non-Chinese suppliers from the restrictions"

We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.

[Serenity @aleabitoreddit]

Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE.

Originally the wording was "readiness" for EOY 2026.

But $POET upgraded that wording, by stating "production" with Sivers lasers projected EOY 2026.

So a volume orders from across $JBL to $POET, should hit in H1 2027. Which makes a bit of sense, since Sivers did raise an institutional oversubscribed round for future mass production.

On a side note, can't believe it's already August and 5 months left until 2027... Which was my inflection window for glass substrates, CPO, 800v, and new architectures to ramp.

[Serenity @aleabitoreddit]

US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT.

This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics.

(For reference, Sivers and Lumentum were the only two public laser suppliers named in GFS presentation slides. Sivers laser arrays was named recently as a reference design in Globalfoundries SCALE for CPO).

Per US Gov announcement: "GlobalFoundries will receive up to $300 million to accelerate domestic CPO R&D by two to three years" (NIST)

Never thought we'd see the US Gov / $INTC foundry playbook for CPO in specific...

[Serenity @aleabitoreddit]

Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors.

The round was “Multiple Times Oversubscribed” and slightly upsided.

Validating immense institutional demand around current market prices.

This raise was specifically for "expanding manufacturing capacity for InP lasers and optical amplifiers" (volume ramping with fab-light model).

Hinting Sivers has reached the inflection point for scale.

The round was at 57 SEK (current prices are 63 SEK), which I’m personally very happy about as it’s around current market prices, which typically sets a floor.

Instituional money has now de-risked the balance sheet, and funded Sivers transition to HVM.

[Sivers-Semiconductors @SiversSemicond]

Adding more lanes of copper is no longer a sustainable scaling strategy for data centers: signal integrity, EMI and cabling complexity are exploding.
Optical I/O replaces thick cable bundles with high‑density fiber, simplifying architecture and enabling the next generation of hyperscale designs.
#OpticalIO

[SevenSieteSiedem | @0xNTR]

La route est pavé d’or

[RegularWang @JoeyOnMarkets]

$SIVE roadmap to $10B MC along with timeline and events.
When you keep gaining confidence in $SIVE, pls review what happened in the past. It will reinforce why we begin this investment journey.

[SevenSieteSiedem | @0xNTR]

Ehehehe

[Ronnie @LotkaVolterra77]

$SIVE, sivers semiconductors가 AYAR LABS,에이어 랩스에 주요 공급 파트너인지 공식홈에서 (눈으로 직접) 확인해보세요
Collaborations & Ecosystem | Ayar Labs
https://t.co/tvalm1mVwE
0. computex, ayarXwiwynn
1. 루멘텀이 어디있다는건지;;
2. 검색 조금만 해도 나오는 걸 왜...

[Serenity @aleabitoreddit]

Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers.

Just in the last month alone.

First major signal of major institutional buying of the float for Sivers.

[Serenity @aleabitoreddit]

Wow… new extremely transformative news got released today.

Making a certain photonics company:

The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem.

With their lasers now in Nvidia’s optical infrastructure supply chains.

Can anyone guess the name?

[SevenSieteSiedem | @0xNTR]

$SIVE $SIVERS

OUVERTURE A +10€ c’est un un grand pas pour le cour de l’action.

Il faut que le marché accepte ces nouvelles fourchettes de prix au plus vite.

[Sivers-Semiconductors @SiversSemicond]

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: https://t.co/rDAFqiG85m

[SevenSieteSiedem | @0xNTR]

@sederomil @Frenchie_ Comment peut on effectuer cet a arbitrage ??

[SevenSieteSiedem | @0xNTR]

$SIVERS Explose ? Achat du MSCI ? Partenariat $GFS ?

[Serenity @aleabitoreddit]

DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally the most groundbreaking news for Sivers in history.

As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.

I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.

To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

[Anders Storm @StormDirac]

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.

https://t.co/xyns9R2hAJ

[Serenity @aleabitoreddit]

Had some more time go through $SIVE earnings transcript, it’s very bullish:

- $JBL pluggable partnership led to more optical transceiver requests for $SIVE

So maybe Innolight/Eoptolink and other large players are my guess.

- More laser capacity on top of Win Semi with more partners being developed. “When the timing is right, we will bring those details to the market.”

CEO said it’s not just Win/Glasgow. I’m already confident in Win Semi scaling capacity, given they’re critical in SpaceX / $AVGO supply chains already.

But this derisks those capacity ramp even more. Just not publicly disclosed yet.

- tremendous executive credibility and experience with U.S. markets, as well as strong M&A experience

Flagged M&A in regards to new board members, which we guessed based on their backgrounds.

- “Production orders are imminent from our lead SATCOM”…

So that’s volume ramp for space

- U.S dual listing progressing smoothly

No exact timeline, my personal guess was around late Q3 or Q4. Probably after June board meeting, they’ll announce timing since that’s when new board members come in.

- “Viewing the ecosystem vendors as competitors is the wrong way to go about it in supercycles where demand far outstrips supply.”

Too much demand in photonics

- “Over the last five months, there's been a rapid increase in the Photonics pipeline as well”

Basically 77% growth pipeline came from photonics (which validated thesis about cpo/pluggable growth vectors for sivers)

TLDR:

We moved from “can sivers get customers this small and can they compete with $LITE?”

To execution eg. “how much can sivers even produce to feed into each supercycle” as they’re volume ramping while demand > supply.”

To me that’s very positive if anything they make gets bought.

Also there’s likely to be a lot of TAM expansion in the photonics space post-M&A as well as more ongoing hyperscaler supplier qualifications hinted.

Again, revenue pipeline surged 77% in just their quarter (5m) largely from photonics… over the entire company’s history.

As CPO scales up h2 2027 onwards, I’m expecting the revenue numbers to look like an exponential curve.

[Sivers-Semiconductors @SiversSemicond]

We’re pouring more and morepower into copper just to move bits a few meters – and paying for it in cooling.

Silicon photonics slashes interconnect power per bit, easing the power/cooling crunch and freeing budget for compute, not heat.

#Datacenters #EnergyEfficiency

[Serenity @aleabitoreddit]

Wow, NASDAQ just added $SIVE to its Stockholm index.

This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M.

We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM.