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SISIVE.ST

Sivers Semiconductors AB

$SIVE.ST·$12B·Semiconductors·Technology
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Mentions · last 7 days
2026-07-09: 2 posts2026-07-10: 1 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 0 posts2026-07-15: 0 posts30%
X counts updated 20h ago
SISIVE.ST
$SIVE.STSivers Semiconductors AB
——3 posts0%
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SIVE.ST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Stockholm-listed photonics micro-cap up 2,300% year-to-date on a GlobalFoundries AI-optics partnership and dual-listing prep.

Sivers Semiconductors is a Swedish specialty-semiconductor company with indium-phosphide laser and photonics technology aimed at AI-data-centre optical interconnect and 5G/millimeter-wave applications — the current run has come off partnership milestones with GlobalFoundries and dual-listing preparation for a US listing.

  • The bundle carries no US-listing price, fundamental, or analyst data — the ticker is the Stockholm line, so much of the datapack is empty by design; the retail-social read compensates for the gap.
  • The 2 June GlobalFoundries partnership on AI-data-centre optical solutions is the marquee external validation; the 19 May Year 2 Microelectronics Commons funding renewal extends the US-government-programme exposure.
  • The 13 May 2025-annual-report republication (adjusting prior financials in preparation for a potential US dual-listing) is the strongest signal of an intended US-primary-market path.
  • Float is 213M shares on the Stockholm line, and volume trailing figures are not populated — structural read is limited by the ADR-free ticker profile.

The setup is a photonics-plus-AI-optics story with strong external validation and a US-dual-listing catalyst pending; the near-term levers are the dual-listing timing itself and any GlobalFoundries programme booking-value disclosure, both of which would materially reprice the crowded chase.

Agrees with X sentimentX frames it as printing new all-time highs, up ~2,300% year-to-date, with the 20 EMA at ~59 SEK as must-hold support and 7.73% short interest (Two Sigma, Voleon named). That squares with the news flow — the crowd is aligned on the momentum and the InP-laser AI-optics story, with the technical support level as the near-term risk anchor.

What to watch: The US dual-listing timing, any GlobalFoundries partnership commercial-milestone or booking-value announcement, further Microelectronics Commons or US-government programme funding rounds, and quarterly financial releases from the Stockholm line. Watch the 20 EMA support technicals for a swing-continuation confirmation.

On the calendar: No dated event on file (dual-listing timeline pending)

financials missingno price

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-05

Sivers Semiconductors is printing new all-time highs and up roughly 2,300% YTD, with bulls watching the bounce off the 20 EMA at ~59 SEK as the next leg confirmation. Aggregate short interest is 7.73% with Two Sigma and Voleon as the largest shorts. Technicians flag the $56.50-$59 SEK zone plus the 20 EMA at $58.70 as the must-hold support for the swing. Tone is uniformly bullish on the photonics + InP laser story.

Read the AI verdict + X sentiment for $SIVE.ST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Swedish fabless semiconductor company making mmWave RF chips for 5G/6G wireless and photonics components for high-speed data communications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SIVE.ST.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $SIVE.ST

Neutral — Swedish fabless semiconductor company making mmWave RF chips for 5G/6G wireless and photonics components for high-speed data communications; end markets and revenue mix have limited overlap with the AI capex and HBM/compute demand cycle.

Top industry ETF

$SMHVanEck Semiconductor ETF
+60.1%YTD
+103.2%1Y

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 213.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.β-0.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sivers Semiconductors Updates Financial Reporting Calendargurufocus.com·8d agoSivers & GlobalFoundries Advance AI Data Center Optical Solutionsgurufocus.com·45d agoSivers Semiconductors AB (publ), Publishes Interim Report Q1, January - March 2026gurufocus.com·49d agoMicroelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Fundinggurufocus.com·59d agoSivers Semiconductors publishes the 2025 Annual Report, adjusting prior reported financials as preparation for a potential dual listing in the United Statesgurufocus.com·64d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Photonics & Co-Packaged Optics

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Voices on X · last 7 days

No standout posts about $SIVE.ST on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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