Sivers Semiconductors Reshuffles Board and Locks in $8.2 Million Order Ahead of Nasdaq Vote
11.06.2026 - 09:42:58 | boerse-global.de
Sivers Semiconductors shareholders head to the ballot box on June 15 with a single question defining the company’s trajectory: does the new board lineup have the credentials to steer the Swedish chipmaker onto the Nasdaq? The annual general meeting in Stockholm will decide the fate of a proposed dual listing in New York, a move that has already forced the company to delay the meeting once while it brings its financial reporting up to US standards.
Two new faces are slated to join the board. Joakim Nideborn will take the vice president role overseeing investor relations, a position critical for the Nasdaq marketing push, while Helena Svancar brings two decades of mergers and acquisitions experience. Their arrival comes at the expense of three long-serving directors, whose departure marks the end of an era as Sivers pivots from a development-stage outfit to a high-volume manufacturer.
The operational pivot is already under way. On June 9, Sivers landed an $8.2 million order from British satellite communications firm ALL.SPACE for Ka-band beamforming chips, a commercial validation of the technology it had been refining in the lab. Earlier this month, the company also struck a partnership with GlobalFoundries to develop next-generation solutions for the artificial intelligence market, with the first meaningful revenue contributions from that collaboration expected toward the end of 2026.
Should investors sell immediately? Or is it worth buying Sivers Semiconductors?
Yet the financial scorecard for the first quarter of 2026 tells a sobering story. Net sales came in at 61.9 million Swedish kronor against a net loss of 42.7 million kronor, weighed down by delayed US defense budgets tied to a government shutdown in late 2025 and unfavorable exchange-rate moves. Despite the red ink, management maintains its full-year growth targets, pointing to an order pipeline that has swelled 77 percent since the start of the year to nearly $800 million. The second half is expected to deliver the bulk of the revenue.
The stock market, however, has been less forgiving. Sivers shares closed at €6.92 on the latest trading day, roughly 32 percent below the 52-week high of €10.23 touched just days earlier on June 3. The recent retreat accelerated after a broad selloff in semiconductor names on June 10, triggered by a US inflation reading of 4.2 percent for May — the highest in three years. Mid-cap and specialty chip firms bore the brunt of the selling pressure.
Adding to the sector’s unease, Super Micro Computer announced a $7 billion capital raise, stoking fears of margin compression and dilution across the AI hardware supply chain. For Sivers, the turbulence is magnified by its own extreme volatility: the annualized 30-day reading stands at more than 250 percent, making it one of the most wildly swinging stocks in the space.
Longer-term, the company is banking on multiple production ramps starting in 2027 across AI data centers, LiDAR, satellite communications, and defense. Profitability is targeted for 2028. Investors will get the next check on that progress when Sivers reports second-quarter results on August 6. For now, all eyes are on Monday’s vote — a decision that will determine how fast the US capital markets door swings open.
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Sivers Semiconductors Stock: New Analysis - 11 June
Fresh Sivers Semiconductors information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
