🚀 We're hiring! Join Sivers Semiconductors and help develop the next generation of SatCom, 5G, 6G, Photonics & Silicon Photonics technologies. We're looking for experienced Custom IC Layout Engineers with expertise in RF & mmWave IC layout, verification, and full-chip integration. For more details and to apply, visit: #Hiring# #RFIC# #MMWave# #Semiconductors# #Photonics# #5G# #6G# #SatCom# #EngineeringJobs#

Sivers is pleased to report strong Q1 FY26 momentum across #Photonics#, #SATCOM# & #Wireless# markets, with significant pipeline growth and multiple opportunities on track. For full details on today's earnings announcement visit:

We're pleased to announce that Sivers has received a new $8.2M production order from @allspaceltd for Ka-band Beamforming ICs. The order underscores Sivers' growing momentum in defense and commercial satcom, where our BFICs are helping enable next-generation multi-orbit satellite communications platforms. For full details visit: #Satcom# #SpaceTech# #Semiconductors# #DefenseTech#

Photonics and wireless technologies are central to how modern systems handle data. 📊 As demand increases across #AI#, #5G#, #SATCOM#, and sensing applications, performance and efficiency depend on how well these technologies work together. At Sivers Semiconductors, we're developing solutions across both areas to support #connectivity# and sensing for cloud and edge environments. Learn more:

Reminder: $SIVE #EarningsCall# - this week! Join us as we share Q1 '26 results, & provide insights into our continued momentum across the #Photonics# & #SATCOM# markets. Date: May 29, 2026 Time: 08:00 CEST Access the webcast:

At Sivers Semiconductors, we develop both #photonics# and #wireless# technologies for connectivity and sensing across #AI# data centers, #5G#, and #SATCOM# applications, with a focus on performance, and efficiency. Explore the Sivers portfolio 👉

Fun times with $SIVE: New $8.2M order from All Space for Sivers' BFICs. Pretty huge order for 2027, since total Q1 2026 rev was just $6.7M. And embeds $SIVE in the US defence ecosystem via $YSS pending acquisition of All Space. Which will lead to more follow-on orders, likely of bigger size & scope. However: Personally, I don't see SATCOM as a long term growth driver for Sivers since SpaceX / $RKLB eat up TAM through vertical integration. With Sivers collecting potential orders in the long tail of other Space related companies. Just shows that CPO ramp is their highest optionality growth lever for 2027+ imo. But good to see a potential financial inflection point coming next year, just via defence/Satcom POs alone. Nice cataylst regardless.

Today, Sivers CEO Vickram Vathulya met with @DNBMarkets equity analyst Örjan Rödén to discuss the company’s recently announced Q1 FY26 results, the continued expansion of its opportunity pipeline, and key strategic priorities for the year ahead. The discussion highlighted Sivers’ focus on executing its growth strategy across #Photonics#, #SATCOM#, and #Wireless#, while capitalizing on increasing market opportunities and customer engagement. For the full interview visit -

There has been a lot of hand wringing on the appropriate valuation of SpaceX. Some large institutions believe SpaceX can only be valued at half what the market seems to be willing to pay for it. Others are claiming it has 15X appreciation ahead of it. Almost all of this difference of opinion comes down to how comfortable you are modeling beyond 2030 and what valuation method you use. 2030 valuation using a traditional Gordan DCF produces a very different result than a 2040 EV/EBITDA Multiple. Both have pros and cons. Most analysts don’t really discuss this and lead with a headline number. We are very comfortable modeling out to 2040, as large portions of what SpaceX is proposing is real world infrastructure, which provides modelable physics constraints to anchor against. The analysis we released today explores this in-depth, its open to the public all the way through IPO. I highly encourage you check it out prior to then. We’ve run 5,000 monte carlo runs across 500 variables (real number, even though it sounds fake) and three valuation methods. This video is of a 3D cloud chart showing every simulation outcome expected in valuation output across two of the most impactful variables to the model when using an EV/EBITDA multiple from 2026 to 2040. The horizontal axis is the steepness of the orbital data center demand S-curve. The vertical axis is the rate at which chip compute efficiency becomes cheaper. Each of the 5,000 dots is one simulated future; green dots are the ones where SpaceX's 2040 value clears the $1.77T IPO line, over time. Under EV/EBITDA valuation through 2040, 96% of our simulated futures clear the expected IPO price once the bell rings Friday. We aren’t publishing this publicly to tell investors what the stock is worth, we’re publishing this to help investors understand the world of outcomes, what the fundamentals suggest through 2040, and what frankly most analysis simply won’t share. SpaceX is a generational company working on long term infrastructure harnessing a domain no one has been able to tap in so far: space. It deserves doing the work as an investor. because this in not financial advice. The cleanest way to hold SpaceX is a bond stapled to a call option (AI-Compute); Starlink is the bond, the near term SatCom annuity that funds the next flywheel. Understand the world of outcomes and take your position accordingly. Comparables and P/E won't take you far enough.