POET reaffirmed today its goal of reaching commercial production with $SIVE by late 2026. Collaborations with "Sivers Semiconductors" on next-generation light source co-development, with production targeted by end of 2026, further extend this strategy. $POET - $SIVE Production targeted by end of 2026.

$SIVE 03.07.2026 BULLISH BALANCE SHEET MOVE Bootstrap converts the full $12M convertible loan into equity 🚀 ✅ $12M debt removed ✅ 10.85% interest burden eliminated ✅ No repayment pressure until 2029 ✅ Stronger balance sheet ✅ Lower refinancing risk It is a major debt-to-equity clean-up that strengthens Sivers ahead of its next growth phase. Less debt. Lower interest. More financial flexibility. Very bullish for the long-term $SIVE story 📈

$SIVE Sivers is now being included in the new photonic concentrated ETF LASZ (managed by TEMA ETFs) They bought 26688 shares of $SIVE at a price of 48 SEK. Notice that they are in collaboration with @SemiAnalysis_ (credits to the find from @aleabitoreddit )

The firm whose bearish CPO paper helped tank optical stocks just launched a photonics ETF and it's holding $SIVE. Walk through what actually happened: → SemiAnalysis published a scathing piece on CPO delays and optical valuations. Optical names sold off 40-60%. → On June 30, SemiAnalysis co-launched the Tema Photonics & Optical ETF (NYSE: LAZR) — the first institutionally managed photonics ETF — in partnership with Tema ETFs. → As of July 1, that ETF holds 26,688 shares of $SIVE, bought around 48 SEK. So the same research shop that helped drive the sector down is now buying into it through an institutional product — a 24-name concentrated fund built specifically for photonics and optical exposure. I'm not going to call that anything it isn't. What I'll say is this: When you get to publish the bearish note AND launch the fund that buys the dip, that's the most enviable seat in the market. And the name they put in the fund — out of every photonics company on Earth, in a concentrated 24-holding portfolio — was $SIVE. An actively managed, SemiAnalysis-backed, institutional photonics fund looked at the entire optical universe and decided Sivers belonged in the 24. That's not retail hype. That's a research-driven institutional desk putting $SIVE in the same basket as Lumentum, Coherent, and AXT. The company keeps ending up exactly where the smartest money in the sector is looking. $SIVE $LAZR

The Sivers $SIVE debt-to-equity conversion by Bootstrap. Bearish or Bullish? Long term is bullish to clear debt and not pay interest so they can spend the cash on scaling production and fulfilling the pipeline. Bootstrap preferring equity to cash means they believe there's upside in holding it. The timing is not so good because it came on the back of semiconductors market correction and fundraising by $SIVE just 2 days ago. We wait for Monday I guess.

$SIVE’s lasers are inside the SuperNova. The SuperNova is plugged into Wiwynn’s rack. That rack is being pitched to hyperscalers at Computex. This isn’t a component play anymore. It’s a validated system reference — and SIVE is baked into it. $sive