Sivers Semiconductors

What Sivers Semiconductors does

Sivers Semiconductors AB is a Swedish public semiconductor company operating two business units — Sivers Wireless (mmWave RFICs and beamforming ICs covering 24-71 GHz and emerging FR3 7-15 GHz bands for SATCOM, 5G/6G, and defense) and Sivers Photonics (InP-based DFB lasers and laser arrays manufactured on the proprietary InP100 4" wafer platform for AI data center optical interconnects, LiDAR, and sensing). The group's products are designed-in to flagship customer platforms including GlobalFoundries' SCALE silicon photonics, POET Technologies' Optical Interposer, Jabil's 1.6T LRO transceiver, Ericsson and Raytheon 5G/6G FR3 systems, and ALL.SPACE Ka-band SATCOM terminals, with the Glasgow 24/7 InP fab providing the only specialty manufacturing asset in the group. The company makes money primarily through direct sales of custom-designed semiconductor hardware (chips, modules, laser arrays) on a quote-based pricing model, supplemented by government/defense grant revenue (DARPA, NEMC/CHIPS Act, ESA, EU Horizon Europe), custom III-V foundry services, and technology licensing/IP royalties flowing from OEM and ODM partnerships with Jabil, GlobalFoundries, POET, O-Net, and Enablence. Listed on Nasdaq Stockholm (SIVE) since June 2021, headquartered in Kista, Sweden with offices across the UK (Glasgow fab), USA (Chatham NJ, San Jose), and India (Bangalore), the company is preparing for a potential dual listing on Nasdaq New York while investing in sales team expansion in the US and China and scaling R&D headcount in India.

Name

Sivers Semiconductors

Legal name

Sivers Semiconductors AB

Website

https://sivers-semiconductors.com

Company type

Public

Founded year

2011

Operating status

Operating

Headcount range

101–250 employees

Short description

Sivers Semiconductors is a Swedish public fabless-to-light semiconductor company that designs mmWave beamforming ICs for SATCOM, 5G/6G, and defense (Sivers Wireless) and InP-based DFB lasers for AI data center optical interconnects, LiDAR, and sensing (Sivers Photonics), serving hyperscalers, defense primes, and telecom equipment makers globally.

Ownership category

akta.pro rank

Product category

Semiconductor Components

NAICS

Semiconductor and Other Electronic Component Manufacturing (3344), Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing (334220)

SIC

Semiconductors & Related Devices (3674), Communications Equipment, Nec (3669), Radio & Tv Broadcasting & Communications Equipment (3663)

akta.pro primary industry

Millimeter-Wave (mmWave) ICs & Beamforming ICs (HDAHAMAH)

akta.pro secondary industries

Microwave & RF Signal Chain ICs (Mixers/Detectors/Attenuators) (HDAHAMAL), Compound Semiconductor Wafers & Substrates (SiC/GaN/GaAs/InP/Sapphire) (HDAHAGAB), High-Voltage, Power Discretes & Modules (IGBT/MOSFET/SiC/GaN) (HDAHAAAK)

Keywords

• MmWave beamforming ICs
• DFB laser arrays
• Indium Phosphide photonics
• Satellite communications RFICs
• 5G/6G fixed wireless access

Headquarters

HQ city

Kista

HQ country

Sweden

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Technology or R&D, Operations, Supply Chain, Marketing or Sales

Revenue model

1. Semiconductor Hardware Sales: Primary revenue from sale of mmWave beamforming ICs, RFICs, antenna modules, DFB lasers and laser arrays. Product revenues reached SEK 85.7M in 2025 (13% growth at constant currency). Includes volume production orders (e.g., $8.2M ALL.SPACE order, $3M Tachyon Networks order) and development partnerships ($1.5M Doosan, $1.5M Tachyon).
2. Government and Defense Contract Revenue: Revenue from government-funded development programs including DARPA NGMM ($375,000 award), NEMC Hub/Microelectronics Commons CHIPS Act funding ($6M year 1, $6.6M year 2 extension for EW STAR program), European Space Agency contracts (€0.6M, $900K), and other defense contracts ($800K from a Tier-1 US defense supplier).
3. Custom Photonics Foundry Services: Custom III-V semiconductor photonics design and manufacturing services for optical communications, sensing, and LiDAR customers. Includes dedicated wafer runs with full flexibility for design optimization and high-volume manufacturing transition.
4. Technology Licensing and IP Royalties: Revenue from licensing of proprietary semiconductor IP and beamforming technology, including partnerships where Sivers' laser technology is integrated into partners' platforms (e.g., Jabil, GlobalFoundries, POET Technologies, O-Net/Enablence).

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Sivers Semiconductors designs, develops, and manufactures mmWave beamforming ICs (BFICs), RF transceivers, and antenna modules for SATCOM, 5G/6G, Fixed Wireless Access, and defense applications, alongside high-power DFB lasers and laser arrays built on a proprietary InP100 Indium Phosphide 4-inch wafer platform for AI data center optical interconnects, sensing, and LiDAR. The company operates two business units — Sivers Wireless (mmWave RFICs/BFICs) and Sivers Photonics (III-V photonics devices) — selling both standard products and custom foundry services.

Differentiator

Problem solved

Functional benefit

Brands

• Sivers Photonics: Business unit focused on customized III-V semiconductor photonics and silicon photonics devices enabling next generation applications in optical communications and sensing (high-power DFB lasers, laser arrays, InP100 platform).
• Sivers Wireless
• Cloudchaser
• Maverick
• Daybreak
• InP100

Products and services

• Cloudchaser Ka-band Beamforming Chipset
• Maverick Antenna Panels Ka-band 576-element transmit antenna array integrating the Cloudchaser chipset, designed for electronically-steered multi-beam SATCOM antenna systems.
• Daybreak 5G/6G Beamforming ICs Beamforming ICs for 5G/6G FR3 frequency applications (7-15 GHz), targeting base stations and consumer premise equipment. Developed under a US Department of Defense project with Raytheon and Ericsson.
• mmWave RFICs and BFICs mmWave RFICs covering frequency bands from 24 GHz to 71 GHz, including RF transceivers, beamforming front-end ICs, integrated mmWave antennas, repeaters, and software algorithms for optimum mmWave RF performance.
• FR4 CWDM DFB Chipset Chipset of 4 single-mode edge-emitting DFB laser diode chips designed for CW use in CWDM4 applications with external modulation, with ridge waveguide on n-type substrate and DFB e-beam grating.
• DR8 1310nm 70mW DFB Laser Diode Single mode edge-emitting DFB laser diode operating at wide temperature range, designed for 800G and above transceivers with external modulation. Standard 70mW optical power CW, customizable to higher powers.
• 8λ O-band CW DFB Laser Chipset 8-channel edge-emitting high-power DFB laser diode array designed for CW use in WDM applications, CW-WDM MSA compliant, with multi-wavelength and single wavelength array variants.
• Custom Photonics Foundry Services Custom III-V semiconductor photonics design and manufacturing services for optical communications, sensing, and LiDAR customers, including dedicated wafer runs with full design flexibility and high-volume manufacturing transition.

Quantifiable outcome

• Opportunity pipeline grew 77% YTD to $799M by Q1 2026
• +5 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature9 records

Partnerships

20 partnerships are on record, tiered flagship, core and minor.

• ALL.SPACEflagshipStrategic or Co-development Partner · 9 June 2026ALL.SPACE awarded Sivers Semiconductors an $8.2 million production order for multi-beam Ka-band beamforming integrated circuits, with volume production scheduled through 2027 for next-generation tactical terminals. The deal represents a milestone as both companies move from development to scaled multi-year deployment, validating Sivers' beamforming platform for multi-orbit satellite communications supporting defense customers including U.S. Army, U.S. Navy, and Royal Canadian Navy.
• Microelectronics Commons Industry ClustercoreOthers · 4 June 2026Valuates Reports identified Sivers Semiconductors as one of the leading companies in the Multi-channel Beamforming IC market alongside Analog Devices, Qorvo, NXP Semiconductors, Renesas, Anokiwave, pSemi, Pharrowtech, Otava, Hangzhou Chengxin Technology, and SDSX. The market was valued at US$ 354 million in 2024 and is projected to reach US$ 559 million by 2031, growing at a CAGR of 6.8%.
• GlobalFoundriesflagshipStrategic or Co-development Partner · 2 June 2026Sivers Semiconductors announced a strategic collaboration with GlobalFoundries to develop advanced silicon photonics solutions for the AI infrastructure market. Sivers' laser arrays will be integrated into GlobalFoundries' silicon photonics platform and SCALE optical engine solutions, supporting co-packaged optics (CPO), linear pluggable optics (LPO), and other data center interconnect architectures. The collaboration targets the projected $25 billion Pluggable Optics market by 2030.
• Microelectronics Commons (NEMC Hub)flagshipStrategic or Co-development Partner · 19 May 2026Microelectronics Commons (via NEMC Hub) awarded Sivers Semiconductors a $6.6 million second-year extension for its Electronic Warfare (EW STAR) project, supported by NEMC and other collaborators. The project focuses on advancing wideband antenna array technologies for electronic warfare, communications, and radar, with applications in defense and commercial sectors. Year 1 funding was $6 million.
• Tachyon Networks Inc.flagshipStrategic or Co-development Partner · 6 May 2026Sivers announced a $1.5 million development partnership with Tachyon Networks to develop a 60 GHz mmWave transceiver for the Fixed Wireless Access market. This builds on a $3M mass-production purchase order agreement for 28GHz antenna modules (announced November 2025), with shipments starting early 2026 and further orders expected in late 2026 and beyond.
• JabilflagshipOEM/ Whitelabel/ Licensing Partner · 15 April 2026Sivers Semiconductors announced a collaboration with Jabil to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers' high-performance DFB lasers for energy-efficient optical interconnects in AI data centers. The new pluggable module provides optical interconnect speeds at 2.5x lower energy footprint. A LightCounting report projects 800G and higher speed optical transceivers will comprise 80% of the pluggables market by 2030, with global shipments projected to reach 225M units.
• O-Net TechnologiescoreOEM/ Whitelabel/ Licensing Partner · 17 March 2026O-Net Technologies is the ODM partner for integration of the advanced External Light Source (ELS) module combining Sivers' laser arrays with Enablence's NxN Star Coupler for AI datacenters and HPC systems. The module is designed to support Co-Packaged Optics (CPO) technology and was showcased at the OFC Show in Los Angeles from March 17-20, 2026.
• Enablence TechnologiescoreStrategic or Co-development Partner · 17 March 2026Enablence Technologies is collaborating with Sivers Semiconductors and O-Net Technologies to develop an 8-channel external light source module for AI datacenters and HPC systems. The module integrates Enablence's NxN Star Coupler technology with Sivers' DFB laser arrays, designed to support Co-Packaged Optics (CPO) with 80% lower energy consumption compared to copper interconnects.
• DigiKeycoreChannel Partner/ Reseller/ Distributor · 8 December 2025Sivers Semiconductors announced a strategic partnership with DigiKey to expand global access to its millimeter-wave and SATCOM solutions. The collaboration enables DigiKey to offer Sivers' evaluation kits directly, facilitating faster prototyping and evaluation for engineers and developers worldwide.
• Doosan CorporationcoreStrategic or Co-development Partner · 25 November 2025Sivers Semiconductors and Doosan Corporation announced a $1.5 million collaboration to develop scalable electronically steerable array (ESA) panels for satellite communications in Korea. The project focuses on advanced antenna systems powered by Sivers' Ka-band SATCOM beamforming ICs, with Doosan responsible for manufacturing and system testing for maritime and aviation SATCOM terminals.
• POET Technologies Inc.flagshipStrategic or Co-development Partner · 6 November 2025Sivers Semiconductors announced a strategic partnership with POET Technologies to develop scalable, energy-efficient light sources for AI data center connectivity, combining Sivers' DFB laser technology with POET's Optical Interposer platform. The collaboration targets External Light Source (ELS) modules for Co-Packaged Optics with prototypes expected mid-2026 and production readiness by end of 2026. Northland Capital Markets estimates a $1 billion-plus annual ELS market opportunity.
• EricssoncoreStrategic or Co-development Partner · 30 September 2024Ericsson collaborates with Sivers Semiconductors under the NEMC Hub (NE Microelectronics Coalition) CHIPS Act project to develop beamformer ICs and array design for 5G/6G networks at FR3 frequencies (7-15 GHz). Ericsson also partnered on the Daybreak beamforming IC product development.
• RaytheoncoreStrategic or Co-development Partner · 30 September 2024Raytheon collaborates with Sivers Semiconductors under the NEMC Hub CHIPS Act project and on the Daybreak beamforming IC product development for 5G/6G FR3 applications targeting base stations and consumer premise equipment.
• MIT (Massachusetts Institute of Technology)coreStrategic or Co-development Partner · 30 September 2024MIT collaborates with Sivers Semiconductors under the NEMC Hub CHIPS Act project to develop beamformer ICs and array design for 5G/6G networks at FR3 frequencies (7-15 GHz).
• Boston UniversityminorStrategic or Co-development Partner · 30 September 2024Boston University collaborates with Sivers Semiconductors under the NEMC Hub CHIPS Act project to develop beamformer ICs and array design for 5G/6G networks at FR3 frequencies (7-15 GHz).
• Northeastern UniversityminorStrategic or Co-development Partner · 30 September 2024Northeastern University collaborates with Sivers Semiconductors under the NEMC Hub CHIPS Act project to develop beamformer ICs and array design for 5G/6G networks at FR3 frequencies (7-15 GHz).
• European Space Agency (ESA)coreStrategic or Co-development Partner · 30 January 2024ESA awarded Sivers Wireless a €0.6 million grant to design satellite communication chips for next-generation satellite links, focusing on higher frequency bands such as Q and V. The funding aims to enable Very High Throughput Satellites (VHTS) and supports development of satellite constellations in LEO and MEO. A subsequent $900,000 ESA contract (18 months) was awarded in December 2025 for next-generation SATCOM BFICs.
• PseudolithIC Inc.minorStrategic or Co-development Partner · 9 August 2023Sivers Semiconductors' US subsidiary was awarded $375,000 under DARPA's NGMM program in collaboration with PseudolithIC Inc. The program aims to develop 3D heterogeneous integration technologies for next-generation microelectronics focusing on mmWave applications in 5G, SATCOM, and defense sectors.
• Ayar LabsflagshipStrategic or Co-development Partner · 19 September 2022Sivers Photonics demonstrated its CW-WDM MSA compliant DFB laser arrays with Ayar Labs' SuperNova remote optical source at ECOC 2022. The 8-wavelength DFB laser array powers Ayar Labs' SuperNova light source with output power of more than 50mW per channel CW operation and 400GHz channel spacing around 1300nm, enabling Terabit data rates at low power for HPC and AI applications.
• MixCommflagshipStrategic or Co-development Partner · 14 October 2021MixComm, a US-based mmWave semiconductor company, was acquired by Sivers Semiconductors in a deal valued at USD 135-155 million. The acquisition aimed to create a global leader in 5G mmWave semiconductors, expanding Sivers' technological capabilities and market reach. The integration completed by June 2022 created a stronger global presence in 5G, SATCOM, and radar markets with approximately SEK 10 million in annual synergies.

Scale indicators12 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• MACOM Technology Solutions: US-listed semiconductor company with a strong portfolio in InP-based lasers, optical components, and RF/microwave ICs for datacom, telecom, and defense. Directly comparable to Sivers across both photonics (lasers, optical engines) and wireless (mmWave) product lines.
• Qorvo: US-listed RF semiconductor leader offering mmWave RFICs, beamforming ICs, and front-end modules for 5G base stations, SATCOM, and defense. Direct competitor to Sivers Wireless across Ka-band SATCOM and 5G/6G markets with substantially greater scale and customer footprint.
• pSemi (a Murata company): Fabless RF semiconductor company (owned by Murata) producing mmWave RFICs and front-end ICs for 5G infrastructure, SATCOM, and defense. Competes directly with Sivers Wireless across 24-71 GHz mmWave product lines and is identified in the same multi-channel beamforming IC market context.
• Lumentum: US-listed photonics leader producing high-power DFB lasers, laser arrays, and external light source modules for AI data centers, telecom, and 3D sensing. Most direct competitor to Sivers Photonics in InP-based DFB lasers targeting 800G/1.6T transceivers and CPO applications.
• Renesas Electronics (including Anokiwave): Japanese semiconductor major that acquired Anokiwave, a direct competitor in mmWave beamforming ICs for 5G and SATCOM. Renesas also participates in optical interconnect via Dialog Semiconductor heritage, making it a close competitor across Sivers' core markets with much greater scale.
• Coherent (formerly II-VI Incorporated): US-listed diversified photonics and electronics materials leader with a strong DFB laser and laser array portfolio for datacom, telecom, and 3D sensing applications. Directly competes with Sivers Photonics in InP-based laser technology for AI data centers and optical communications.

Broad incumbents

• NXP Semiconductors: Global semiconductor leader in automotive, IoT, and wireless connectivity with a growing mmWave and RF portfolio targeting 5G/6G infrastructure and SATCOM. Board and management ties (CEO Vathulya's prior role) and comparable RFIC/BFIC product positioning make NXP a relevant incumbent peer.
• Analog Devices: US-listed analog and mixed-signal semiconductor leader with extensive mmWave RF, beamforming, and photonic portfolios following its Maxim Integrated and Hittite Microwave heritage. Competes with Sivers across wireless (mmWave/SATCOM) and adjacent optical/photonic markets.
• Broadcom: Global semiconductor and infrastructure software incumbent offering optical components, DFB/EML lasers, and high-speed transceiver ICs that compete with Sivers Photonics across AI data center and telecom interconnect. Also supplies switching ASICs for hyperscale AI fabrics adjacent to Sivers' end-market.

Emerging players

• Pharrowtech: Belgium-based fabless semiconductor company specializing in mmWave wireless transceivers and beamforming ICs for fixed wireless access and 5G. Identified by Valuates Reports alongside Sivers in the multi-channel beamforming IC market, representing a more focused emerging competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xtwitter.com/SiversSemicond
• YouTubeyoutube.com/channel/UCf9GrwyiWS0NvFzRYT30H2g/featured
• LinkedInlinkedin.com/company/sivers-ima-ab

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries6 records

Funding overview

Funding rounds15 records

Investors12 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sivers Semiconductors