Added to YB: 2026-05-26
Pitch date: 2026-05-19
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
+49.2%
current return
Author Info
No bio for this author
Company Info
Sivers Semiconductors AB (publ), through its subsidiaries, develops, manufactures, and sells chips, components, modules, and subsystems in North America, Europe, and Asia.
Market Cap
SEK 21.5B
Pitch Price
SEK 48.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-321.85
P/E
-105.06
EV/Sales
59.95
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sivers: The Undiscovered CPO Laser Chokepoint + Customer Mapping
SIVE.ST (deep dive): Swedish CW laser chokepoint for CPO/pluggables, maps to Apple (50M units/yr), AMD MI500 via GFS, Marvell Celestial (direct), Ayar (sole supplier post-Lumentum/Macom removal), Jabil 1.6T LRO (Meta/Amazon), Lightmatter ($4-5B unicorn), Lightelligence (88% China CPO share), Nokia. Win Semi capacity locked. GS: CPO TAM $1B→$91B by 2028. Trading $1.6B MC vs hyperscaler scale-up starting H2 2027. Risks: NDA-based customer mapping, yield/ramp execution, multi-sourcing dilution.
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