Btw $SIVE has Annual General Meeting next monday 15.6.2026
Here is what to expect from it
โ Nideborn + Svancar officially confirmed to the board
โ Update on the Nasdaq US dual listing plan
โ Pipeline update , has it grown beyond $799M?
+ maybe some other huge news?
$SIVE --- Sivers (SIVE:STO) is primarily listed on Nasdaq Stockholm, trading in Swedish Krona (SEK). It also has U.S. OTC ADRs (SIVEF) for American investors.The company has fully upgraded its 2024โ2025 financials to meet U.S. PCAOB audit standardsโa core requirement for a U.S. main-board listing. This process involved restating revenues, inventory valuations, and share-based compensation to align with stricter U.S. rules.
1.Historic Surge in AI Data Center Photonic Chip Pipeline
Through May 2026, Siversโ opportunity pipeline surged 77% in just five months, soaring from $453 million at end-2025 to nearly $800 million. Design-in and late-stage projects rose 70%, driven mainly by demand for Indium Phosphide (InP) laser chips for AI data centers and LiDAR for autonomous vehicles.
2.U.S. CHIPS Act Contract Momentum
Sivers secured $6.6 million in CHIPS Act funding for the second year (+20% YoY) and has received an invitation for the third-year application. Its defense partner BAE Systems plans full commercial deployment of the technology in 2028โ2029.
3.The โInvisible Enablerโ of the AI Compute Era
As NVIDIA, Oracle, and others push data center transmission rates to 1.6T and beyond, traditional copper-based electrical interconnects are hitting thermal and loss limits. Silicon photonics and Co-Packaged Optics (CPO) are widely recognized as the solution. Sivers holds world-leading InP high-power laser technology, an indispensable fundamental light source for high-bandwidth AI chips and optical modules.
4.Asset-Light, High-Margin Model
Sivers operates an asset-light foundry model with top-tier wafer manufacturers like GlobalFoundries. Once production scales up in 2027, its net profit and cash flow will see explosive operating leverage.