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:

Sivers is excited to announce a $1.5M development agreement with #TachyonNetworks# Together, we’re advancing a next-gen 60GHz beamforming transceiver and expanding our 28GHz collaboration into 60GHz for #FWA#! #FWA# #mmWave# #WirelessInnovation#

Derek Sivers gets it: He built CD Baby from nothing, became the largest indie music distributor in the world, sold it for $22 million, and gave every penny to charity. Then he disappeared. No founder story podcast tour. No VC meetings. No personal brand. He moved to New Zealand with a laptop and started writing books that 10,000 people read instead of millions — and he prefers it that way. While every Silicon Valley founder was chasing unicorn status and ringing bells on CNBC, Sivers was asking whether any of it was actually worth wanting. The most successful exit in music tech history ended with a man who decided success was the wrong game entirely.

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 👉

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#

We’re proud to announce that Sivers Semiconductors has received $6.6M in Year 2 funding through @NSTXL in support of the EW STAR program, reflecting our strong execution and continued momentum. Get Full Details 👇 #Semiconductors# #DefenseTech# #RF# #Radar#

On July 1, Sivers Semiconductors resolved on a directed share issue of approximately SEK 700 million. The subscription price was set at SEK 57 per share and the issue was multiple times oversubscribed. Read more here:

Analysis & Signals on $SIVE x $JBL Earnings (tomorrow): Reminder: Sivers announced a collaboration with Jabil (Apr 26) to develop a 1.6T LRO pluggable transceiver for AI data centers. Jabil's AI numbers are a leading indicator of the end demand that sizes Sivers' TAM, with their 1.6T LRO program as a direct demand channel for Sivers' DFB lasers. Key signals from $JBL's earnings that reinforce $SIVE's bull thesis: 1. 1.6T LRO transceiver program + ramp timing into 2027 2. TAM expansion via raising FY2026 AI revenue 3. Commentary on optical component/laser supply tightness (links to InP scarcity tailwind) TLDR on each point: 1. 1.6T transceiver program 1.6T / SiPho / CPO commentary has the highest impact on Sivers directly. Jabil usually highlight ramp timings etc, so even something like "1.6T pipeline strong / photonics scaling" reinforces the program's commercial trajectory. Which in turn would be positive read-through for Sivers' tech. Ofc, Jabil are unlikely to name a component supplier on an earnings call, and has many optical irons in the fire like its own $INTC derived SiPho, CPO, NPO. And just as a caveat: Jabil thriving in optics does not require Sivers to win...Jabil could source lasers elsewhere or lean on internal/SiPho content. 2. TAM expansion AI durability / 2027 framing will frame Sivers' own timing. Sivers' photonics ramp is mainly a 2027+ story, where management say "multiple ramps on track for 2027". Jabil's Q2 call already flagged: - A second hyperscaler ramping in Mexico - A third in discussions - A margin-expansion/growth setup for FY2027 So continued confident 2027 framing directly supports Sivers' conversion window. 3. Commentary on optical component/laser supply tightness Jabil flagged memory (DDR4 and below) + PCB constraints at Q2. Any commentary on optical component or laser tightness would corroborate the InP-scarcity tailwind that is central to the Sivers "structural chokepoint" thesis. E.g. $NVDA has pushed laser lead-times past 2027 + InP is constrained which supports Sivers' InP laser scarcity tailwind. --- Just as a high level summary on the most impactful read-throughs for Sivers. Where Jabil's earnings tomorrow can prove that optical/AI TAM is growing via their photonics/1.6T efforts. However, it cannot prove that Sivers wins volume against vertically integrated rivals like $COHR / $LITE, or the dollar value / margin of Sivers' content. That is the point I've been highlighting for a while....management execution and deal flow. Ultimately, the Jabil program is a pluggable (LRO) play for the near-term, high-volume architecture for Sivers. With Sivers' CPO exposure running mainly through Ayar Labs, $GFS, $POET, and O-Net/Enablence.