Sivers Semiconductors (SIVE) Stock Soars 50% on GlobalFoundries Silicon Photonics Deal

TLDR

• Shares of Sivers Semiconductors rocketed more than 50% on Tuesday, establishing a fresh record above SEK 92 and eclipsing the prior high of SEK 90.50
• The rally came after unveiling a strategic collaboration with American semiconductor manufacturer GlobalFoundries (GFS)
• Sivers will integrate its laser array technology into GlobalFoundries’ silicon photonics infrastructure, focused on AI-driven data center applications
• Year-to-date gains now exceed 2,100%, pushing the company’s valuation to approximately SEK 29 billion
• The partnership addresses co-packaged optics and pluggable optics solutions in an industry expected to hit $25 billion valuation by decade’s end

Shares of Sivers Semiconductors reached unprecedented levels on Tuesday following the Swedish technology firm’s announcement of a collaboration with American semiconductor giant GlobalFoundries to develop optical connectivity solutions for artificial intelligence data centers.

The shares surged beyond 50% during trading, crossing the SEK 92 threshold and surpassing the company’s previous record of SEK 90.50 established on May 26. Trading activity made it the Stockholm Stock Exchange’s most active security on Tuesday, with transaction value exceeding SEK 1.3 billion.

This latest advance extends an extraordinary rally that has seen the stock appreciate more than 2,100% year-to-date.

The company’s market capitalization reached approximately SEK 29 billion in the wake of Tuesday’s surge.

According to the agreement, Sivers‘ laser array technology will be incorporated into reference architectures utilizing GlobalFoundries’ silicon photonics infrastructure. Neither company has revealed financial details of the arrangement.

The technology targets optical connectivity requirements in data centers — specifically the high-throughput, energy-efficient infrastructure that artificial intelligence applications increasingly require.

What the Partnership Covers

Sivers’ laser innovations will become accessible through GlobalFoundries‘ SCALE platform — a co-packaged optics framework that integrates photonic components, wavelength-division multiplexing technology, and sophisticated packaging techniques to deliver enhanced bandwidth with improved power efficiency.

The agreement encompasses co-packaged optics (CPO), linear pluggable optics (LPO), and additional data center interconnection frameworks.

Both organizations are pursuing opportunities in what they project as a $25 billion pluggable optics sector by 2030.

What Each Company Brings

Headquartered in Kista, Sweden, Sivers Semiconductors specializes in photonics and wireless communication technologies. The company’s laser array products represent critical components for optical data transmission systems.

GlobalFoundries maintains production facilities spanning the United States, Europe, and Asia. The semiconductor manufacturer has developed a comprehensive silicon photonics portfolio serving data center clients.

GlobalFoundries’ SCALE CPO platform employs both coarse and dense wavelength-division multiplexing technologies — CWDM and DWDM — enabling greater data transmission capacity within smaller physical footprints while reducing power consumption.

Neither organization has disclosed production schedules or volume commitments at this time.

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