Keyboard Warrior🇧🇬

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

@StormDirac @Investeraren @montrose_io Please consider an English version or at least transcription.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

@SIVE_and_chill My point exactly.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

When I visited https://t.co/G2Vxn7jIm9
They have only two supply chain partners.
And the first one is sourcing from the other 😉

[Jukan @jukan05]

When I visited Computex, Ayar Labs treated SIVE not as something they rely on exclusively, but more as one option among several.

I still haven’t seen any third-party or authoritative data showing that SIVE is superior to its competitors.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

@Quake_jr LFG!🚀

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

@Semicon_player The first reinforces the need for the second.
CPO will benefit from the glass substrate.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

Indirect positive effect on optical ecosystems.
$SIVE
Brrrr

[郭明錤｜Ming-Chi Kuo @mingchikuo]

Key takeaways on TSMC's next-generation advanced packaging, CoPoS (publicly available technical details omitted):

1. CoPoS is currently expected to enter mass production in 2H28. It is designed to improve the economics of ultra-large packages above the 9.5x reticle-size class, with NVIDIA’s Feynman AI chip a potential first adopter.

2. According to industry checks, glass is used in two distinct places (dimensions in mm):
→ 310 x 310 temporary glass carriers
→ 250 x 250 (pilot) / 510 x 515 (mass production) glass panels, processed and later cut into individual glass core substrates

3. The glass core substrate is essentially a three-layer structure: a glass core sandwiched between ABF (ABF-GCP) build-up layers on both sides. The widely discussed glass processing challenges, such as TGV formation and copper filling / metallization, are tied to this part of the stack.

4. Common misconceptions about CoPoS:
→ ❌ Misconception 1: CoPoS uses a glass interposer. ⭕️ Correction: The glass is not an interposer. The interconnect role is instead handled by the chip-side RDL, plus the TGV/Cu interconnects and ABF build-up layers in the glass-core substrate stack.
→ ❌ Misconception 2: Glass replaces ABF. ⭕️ Correction: As the substrate architecture above shows, glass and ABF coexist.
→ ❌ Misconception 3: Chips sit directly on glass. ⭕️ Correction: Chips are attached to the ABF build-up surface of the glass core substrate.

5. CoPoS should extend and reinforce TSMC’s leadership in advanced packaging, potentially giving that advantage visibility through around 2032.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

Time to vindicate the pit-bulls and dobermans ?

[Northern lass 🏴󠁧󠁢󠁳󠁣󠁴󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🇮🇪 @Norther10885608]

Demand your space and stay safe.
Get yourself a dog. 🫶🏻

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

I scored 7,131 pts riding the AMC chart on StonkRider! Can you beat me? https://t.co/fw2wUuz5WY

[Kevin Sorbo @ksorbs]

I don’t think they have mate.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

@aleabitoreddit Am I doing it, right?

[Ayar Labs @AyarLabs]

What an incredible week at #COMPUTEX2026! Ayar Labs and Wiwynn were proud to showcase our optically-connected rack.

It was great connecting with industry leaders and collaborating with our ecosystem partners. Together, we are marking a step forward for AI scale-up architectures.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

🚀🚀🚀
$SIVE

[Anders Storm @StormDirac]

$SIVE News.

https://t.co/fXFHwG2h35 Awards $8.2M Production Order to Sivers Semiconductors for Ka-Band Beamforming ICs.

https://t.co/tZvs1OvigW

[@_rt* @literatura_rte]

Yehan Wang
city

[Patient Investor @PSInvestor]

Are you listening to Jensen ? $NVDA

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

@asianinvestors @theragingbullX Ok, add me in.

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

Жалкото е, че гнусния мангал не е на мястото на тримата, които е убил. Да изгние в затвора.

[една българка @transbulgaria]

Tragedy in Sofia, Bulgaria. Vasko Filipov, known as Tyson from the notorious Kalashnitsite crime group, was racing friends through the city when his luxury car crashed into a public bus at over 150 km/h. The bus overturned, killing three passengers and injuring dozen😭

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

https://t.co/GuJIE5qz8g

[Keyboard Warrior🇧🇬 @KPACTAFXAMCTEP]

Журналистите от Капитал, имотни експерти, на които може да се доверите.

[Andiamo @andiamonow]

🚨 CONFIRMED via Finansinspektionen (Swedish FSA): JPMorgan Chase & Co. just crossed the 5% ownership threshold in $SIVE.

Official filing:
→ Holder: JPMorgan Chase & Co.
→ Transaction date: June 2, 2026 (same day as the GlobalFoundries announcement)
→ Reason for flagging: "Köp" (BUY)
→ Pre-transaction position: 0 shares
→ Post-transaction position: 16,098,583 shares / 5.25008% of total voting rights

Position structure:
→ J.P. Morgan Securities plc (UK entity): 15,916,852 voting rights — 5.19%
→ J.P. Morgan Securities LLC (US entity): 181,731 voting rights — 0.06%
→ Direct shares: 10,049,558 (3.14% of total shares)
→ Cash-settled instruments (likely swaps): 6,049,025 share equivalents

Why this is structurally significant:

Swedish law requires mandatory disclosure when crossing the 5% ownership threshold. JPMorgan went from ZERO to 5.25% on June 2. The flagging reason filed with the FSA was explicitly "Köp" (Buy) — not custody, not market-making inventory. This is a deliberate institutional position.

The timing is what makes it remarkable:

June 2 was the same day GlobalFoundries announced the silicon photonics reference design partnership and $SIVE moved +50-70%.

Three possible reads:
JPM was positioned beforehand and captured the move

JPM built the position aggressively into and after the news.

JPM is positioning ahead of the Nasdaq NY listing in an underwriter / placement agent role

All three are bullish. The third would be the most strategically significant — tier-1 US investment banks don't take 5% positions in Swedish micro-caps without strategic context.

Connecting back to the "zero institutional ownership" post earlier this week:

Five days ago: $SIVE had zero US institutional 13F filings.

Today: the world's largest investment bank discloses a 5%+ position triggered by a "Buy" transaction.

The institutional layer that was missing has started forming.
The composition tells you it's sophisticated:
6 million of the 16 million share-equivalents are in cash-settled derivatives. The rest is direct shares. This is the kind of structured position you set up when you're a major capital markets player preparing for a multi-event sequence — index inclusions, dual listing, sector rotation.

JPMorgan doesn't take 5% positions in $2-3B Swedish micro-caps because they're bored.

$SIVE just got its first major Wall Street institutional anchor.

$SIVE