Anders Storm

CEO Dirac

Former CEO Sivers Semiconductors.

[Anders Storm @StormDirac]

EFN reports that ~50% of Sivers Semiconductors is now held by "new investors", primarily through CBNY, Charles Schwab, Interactive Brokers, and Clearstream. Combined value: ~8 billion SEK.

https://t.co/k9EMCinhs5

It is framed as these investors are driving this on speculation. Yes maybe, that is of course possible. Or is there another angle?

My take, SEK8B..what? Hence my reaction would probably be the opposite, this could be worth investigating: What thesis are these allocators actually trading? Is it pure speculation with SEK 8B in play? Who sits on these SEK8B?

EFN however have asked "Richard Schatz, senior researcher in photonics at RISE Research Institutes of Sweden and former consultant for Sivers", for his opinion about Sivers.

So what did Mr. Richard Schatz say:
"There are several companies that manufacture these kinds of lasers, and Sivers is far from alone. I don't understand why the company has become so hyped. There are many players, not just in Europe and the US, but also in China," says Schatz.

Honestly I have been COO and CEO at Sivers for almost 10 years 2015-2024 (2015 we had 18 headcount I known everyone in the Company until 2024) and also ask Board members that was in the board many years before me, both for Sivers and former CST Global (Sivers Photonics today) and none of them can recollect Mr. Schatz. I also sent an email, asking the reporter that interviewed Mr S and asked when he claims to have been a consultant at Sivers. Without reply. This doesn't really matter, it is just shows where the digging stops.

Sivers Semiconductors is one of a handful of merchant InP laser suppliers globally. They have disclosed partnerships with POET Technologies, Jabil (1.6T LRO), O-Net, Ayar Labs and operate in the External Light Source category that scale-up CPO architectures depend on.

Either are all these US investors dramatically wrong about the photonics layer of AI infrastructure, or the institutional allocators routing through US brokerages have identified what most Swedish investors haven't yet. Maybe this is worth investigating which? To be 100% clear no one knows (not even me), who has the right hypothesis, that we might know in 2028-2030 time frame.

To help anyone intressted, I made this free and open substack to explain how the money flows. As they said in Washington follow the money...

This article also gives insight to how Swedish retail trades in the stack via Avanza.

https://t.co/Br20JkPHHd

[Anders Storm @StormDirac]

No one have said that the relationship is new. The PR information was new for many reasons, I have educated about that in the posts. GF and Sivers as said in the slide from GF is ecosystem partners since quite some time. Making preschool book colouring does not change that. Again I want to remind everyone about this: Everything you write "is opinions and not facts". That says a lot about your company.

[Anders Storm @StormDirac]

@MarkosAAIG Yes that always happens. It is more uncommon like it is now with for example single source for Ayar lasers. Must be a reason, that we don't know about. Even so I always climed that there will be lager demand than available lasers so it will not be and issue.

[Anders Storm @StormDirac]

Again wrong assumption, Ayar designs the SuperNova based on thier specification owns the IP 100% today. I would be super surprised if they would become an inhouse manufacturing company of modules and for sure not Lasers. Don't understand why you keep on making these claims? There are many companies that specialise in this, I have a hard time thinking that Ayar would add value in manufacturing.

[Anders Storm @StormDirac]

@MarkosAAIG @PJayLan This is also wrong...Ayar do not have and as far as I know have never said that they want to own the full vertical integration. They have for example always been fab less. Hence can not by definition have full vertical integration.

[Anders Storm @StormDirac]

@MarkosAAIG Please explain what you mean with sourcing broadening? Second source type of broading or different ELSs from different vendors being interchangeable?

[Anders Storm @StormDirac]

@MarkosAAIG Okay, good. Your post has created some confusion and I get many questions around it. Great to see that we are on the same page.

[Tut C🅰️pital @kingtutcap]

$ASTS: The next AI bottleneck is connectivity

[Ayar Labs @AyarLabs]

Today, @AyarLabs announced it has joined the @nvidia NVLink Fusion ecosystem, introducing co-packaged optics as a foundational building block for hyperscalers and system innovators deploying heterogeneous compute in NVIDIA AI factories.

Press Release:
https://t.co/vNhVcHzLIA

[Anders Storm @StormDirac]

Many people read the Sivers $SIVE/GlobalFoundries $GFS PR and see "AI optics."

I see something more: GF's SCALE platform is explicitly positioned as a CPO solution for OCI (Optical Scale-Up Initiative), whose founding members are: NVIDIA, AMD, Broadcom, Meta, Microsoft, OpenAI

Hennce, Sivers $SIVE just became the first publicly named laser partner integrated into SCALE reference designs. GF CPO solution for OCI. SCALE is the Industry First MSA capable CPO platform.

OCI drives the transition from 800G EMLs to 1.6T/3.2T SiPh + CW laser architectures, this partnership hence is highly strategically important.

Not just a partnership announcement, it is an ecosystem announcement.

"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":

https://t.co/MKT1Lu4evA

"Optical Scale-up Consortium Established to Create an Open Specification for AI Infrastructure Led by Founding Members AMD, Broadcom, Meta, Microsoft, NVIDIA and OpenAI"

https://t.co/9KeYxFJ4b4

[Anders Storm @StormDirac]

Vad jag vet har Sivers aldrig haft något PM med GF inom Photonics. Så egentligen är det första gången det blir officiellt. Men så klar, kunde man haft med en notis och att man varit ecosystem partners på olika sätt. Dock är det nog nedan OCI MSA partners (som inte heller nämn), som egentligen gör nyheten extra intressant.

[Anders Storm @StormDirac]

Sven, Du får nog lyssna igen på CMD. Bilden du använder är en bild som GF visat flera ggr, inte bara på senate CMD, jag lade upp den 20 april tex som en teser inför CMD.
Detta är inte en bild runt nya SCALE utan en generell bild på ecosystemet de jobbar med. PM är nu väldigt explicit där GF nu offentlig at Sivers är del i den kompletta optical engine reference arkitekturen.

[Anders Storm @StormDirac]

@SHB_Martin Allt toppen, hur är det med dig? Lyssnar på din podd hela tiden.

[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

[Rosanna Prestia, MBA @RosannaInvests]

Avoid the fake headlines and noise -> listen to the CEO $SIVE $SIVEF speak! 👇

[Anders Storm @StormDirac]

@aleabitoreddit With mgmt saying an imminent order is coming for SATCOM volume ramp. Feels a bit risky ..

[Anders Storm @StormDirac]

Read thier disclaimer...sounds trustworthy?

"Any document, information, data, analysis, and statement in this Report is expressed for educational purposes only and is expressed as an opinion, not a statement of fact. Any statements are expressed as our personal opinions in a public forum, and our opinions consolidate the information from our own analysis."