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

Key Highlights

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Shares of Sivers Semiconductors rocketed more than 50% on Tuesday, establishing a fresh all-time high above SEK 92, eclipsing the prior record of SEK 90.50
The rally came after the company unveiled a strategic collaboration with American semiconductor manufacturer GlobalFoundries (GFS)
Sivers will integrate its laser array technology into GlobalFoundries’ silicon photonics infrastructure for AI-driven data center applications
Year-to-date performance shows gains exceeding 2,100%, bringing the company’s market capitalization to approximately SEK 29 billion
The partnership focuses on co-packaged optics and pluggable optics systems within an industry expected to grow to $25 billion by 2030

Shares of Sivers Semiconductors reached unprecedented levels on Tuesday following the Swedish technology firm’s announcement of a collaborative agreement with GlobalFoundries, a United States-based semiconductor company, to develop optical infrastructure for artificial intelligence data centers.

Sivers Semiconductors AB (publ) (SIVE.ST)

The stock surged in excess of 50% to levels just north of SEK 92, surpassing its earlier peak of SEK 90.50 recorded on May 26. Trading volume was extraordinary, making it the most actively traded security on the Stockholm Stock Exchange on Tuesday with turnover exceeding SEK 1.3 billion.

This dramatic appreciation extends what has already been a remarkable year for shareholders. Since the beginning of January, the stock has accumulated gains of more than 2,100%.

Following Tuesday’s surge, the company’s market capitalization approached SEK 29 billion.

The partnership agreement calls for Sivers‘ laser array products to be incorporated into reference design frameworks utilizing GlobalFoundries’ silicon photonics technology. Neither party has revealed specific financial details of the arrangement.

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

Partnership Scope and Details

The laser technology developed by Sivers will become accessible through GlobalFoundries‘ SCALE™ platform — an integrated co-packaged optics solution that merges photonic components, wavelength-division multiplexing capabilities, and sophisticated packaging techniques to deliver enhanced bandwidth performance with improved power efficiency.

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

Both organizations are pursuing opportunities within what they characterize as a $25 billion pluggable optics marketplace projected for 2030.

“Our collaboration with GlobalFoundries positions both companies at the leading edge of silicon photonics innovation,” said Raymond Biagan, Chief Revenue Officer at Sivers.

Vikas Gupta, Senior Fellow at GlobalFoundries, said pairing Sivers’ laser arrays with GF’s platforms gives customers “advanced, scalable optical engine solutions for high-bandwidth co-packaged optics.”

Capabilities and Expertise

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 throughout the United States, Europe, and Asian markets. The firm has previously developed a robust silicon photonics portfolio catering to data center infrastructure clients.

GlobalFoundries’ SCALE™ CPO platform leverages both coarse wavelength-division multiplexing (CWDM) and dense wavelength-division multiplexing (DWDM) technologies — approaches designed to transmit greater data volumes through reduced physical footprints while minimizing energy consumption.

Neither company has disclosed production schedules or manufacturing volume commitments at this stage.

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