Sivers Semiconductors Surge: The Blog Post That Sparked The Frenzy And The Billion-Dollar Deal That Blew It Up

I’ve been following the Swedish tech market for over a decade, and I have to be honest—I had a serious case of déjà vu when trading kicked off on Thursday morning. Sivers Semiconductors was simply everywhere. It wasn’t just a surge; it was a tsunami. One of the country's biggest financial newspapers reported that shares worth 200 million kronor changed hands just during the morning session – more than what our national treasure, Investor, traded over the same period. For those of you who aren't stock market fanatics: those are absolutely mind-blowing numbers for a company that most people outside the tech niche still can't spell.

So, what actually lit the fuse? Well, it really started last Friday, when a well-known voice from the past, someone many remember from various analysis firms, stepped up to the keyboard. This person wrote a blog post that hit the trading floors like a bombshell. His point was as simple as it was powerful: take a look at the valuation of US AI companies, then look at Sivers Semiconductors AB (publ), which holds the same type of groundbreaking technology. The gap was just unreasonable. The stock, which had been simmering, caught fire and has since surged over 160 percent.

From Blog Hype to Billion-Dollar Contracts

The thing with rallies like this is that they rarely sustain themselves without substance. But here, we have a company that has been delivering hit after hit. For those willing to dig into the reports, we saw back in February that Sivers Semiconductors AB (publ) to Report Q4, 2024 Results on Feb 07, 2025, and the results were strong with a positive adjusted EBITDA. Then came the next confirmation. In mid-March, it was announced that a customer in the LiDAR space—think advanced laser sensors for cars and industry—is now moving toward scalable volumes. We're talking about a revenue potential of up to a staggering $138 million over the product's lifecycle, starting in the fourth quarter of this year. This isn't hype; it's serious money on the way.

And then there’s the AI angle. A couple of weeks ago, Sivers Semiconductors announced a collaboration with O-Net and Enablence to develop custom-designed light sources. Why is this a big deal? Well, today's AI chips, like those from Nvidia, get so hot that regular lasers melt or stop working. Sivers' solution moves the light sources off the chip—it's called Co-Packaged Optics—and solves a massive problem for the entire data centre industry. The experts I've spoken to point to an addressable market that could exceed $20 billion by 2036. This is the kind of thing that makes investment companies like Latour sit up and take notice.

The Numbers That Matter Right Now

For those of you who like hard facts and not just feelings, here’s a quick snapshot of the current situation:

• Q4 2025 showed net sales of 80.7 million kronor, an increase of 5% from the previous year.
• Growth in constant currency was a solid 17% for that quarter.
• The pipeline for future deals grew by 64% during 2025, reaching $453 million.
• Order intake for projects and products over the next few years was already at 234 million kronor at the start of the year.

Sure, they're still posting a loss on the bottom line, but we're talking about the investment phase here. The interesting part is that order intake and the pipeline are growing faster than ever. Sivers Semiconductors AB has managed the neat trick of having its feet firmly planted in today's contracts (like the Intelsat deal, where volume deployment kicks off in 2026) while keeping its eyes fixed on tomorrow's megatrends.

What's Next?

So, here we are on March 20, 2026. The frenzy has settled at a level significantly higher than just two weeks ago, and the question on everyone's mind is whether it's too late to jump in. My personal experience from similar journeys is that companies like Sivers Semiconductors AB (publ) rarely go back to where they came from once they've caught the world's attention. The next big milestone will be April 27, 2026, when the year-end report for 2025 is presented. That's when we'll see if the 234 million order intake has translated into even higher figures.

One thing is for sure: from being a well-kept secret among hardcore tech investors, Sivers Semiconductors is now a name even your neighbour has heard about over morning coffee. And in this industry, attention is sometimes what breeds success. Hold on tight, this could be quite a ride.