SIVEF Sivers Semiconductors AB (publ)

SIVEF Sivers Semiconductors AB (publ)

Technology · Semiconductors

Market read

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

1 related campaign

Next earnings SIVEF reports in 40 days Nov 26

News (last pull)

Headlines about SIVEF from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 36 days ago · Sep 11

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

SIVEF research tape

48 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-13 scan Monster Scan — 2026-10-12 scan Monster Scan — 2026-10-09 scan Monster Scan — 2026-10-08 scan Monster Scan — 2026-10-07
Types
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Sep 4 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 27 Catalyst SIVEF earnings
SIVEF
Aug 22 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 tweet Serenity (aleabitoreddit) — AAOI's earnings call says China is years behind on CPO lasers, and AAOI itself is capacity-out of first-gen CPO
AAOISIVEFLITECOHRAVGO#optical-supercycle Quotes @aleabitoreddit ↗
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 6 Catalyst SIVEF earnings
SIVEF
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 tweet crux_capital_ — the photonics buildout isn't over, even at the height of fear
LITEGLWCOHRAAOISIVEF#optical-supercycle
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 2 Source Just a heads up, I've uncovered a bot farm with dozens of accounts used to sprea
SIVEF
Jun 1 Source -> IP acquisition -> Just waiting for CPO to take off $SIVE is a laser chokepoin
SIVEFGFSLITEJBL
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 23 Source I don't post dollar amounts because they don't matter. What matters is return %.
AXTISIVEF
May 23 Source For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker
SIVEFLITEMRVLPOET
May 23 Source 5 months ago. I gave a PT of $150 with $AXTI. Over 10x that current values from
AXTISIVEF
May 22 Source Long $HLIT at $16 Known about this stock for months from a 9 figure manager in F
HLITSIVEFMXL
May 20 Catalyst SIVEF earnings
SIVEF
May 19 Source This is just confirmation on timelines: H2 2026 is the "major redesign of high e
SIVEFAAPL
May 6 Article Earnings-watch — 8 cohort names print next 14 days, asymmetric-DOWN setup
AOSLIFNNYATZ.TOPOWIVPGALMUWYFISIVEF
May 5 Source aleabit SIVE victory lap thread — 2027 mass-production thesis with fundamentals divergence
SIVEFAAPLJBLMRVLAXTI#optical-supercycle
May 4 Source Yes, markets might have missed this with $SIVE + $GFS SCALE. The inclusion of $S
SIVEFGFSAMD
May 4 Source Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for L
SIVEF
May 3 Source CPO supercycle thesis — Sivers / Shunsin / MSSCorps / TSEM
SIVEFTSEMNVDAAVGO#optical-supercycle
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 12 Archive AI Optical Supercycle
ALABAXTICIENCOHRCRDOFNIQELITE#optical-supercycle +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 11 Source Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit
AXTIAAOISIVEFLITEIQEAEHRCRCLEWY +4 more