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11 Bermudiana Road
Kista, 164 40, MI
Sweden
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Program targets the high-power, multi-wavelength light sources required by co-packaged optics and emerging scale-up and scale-out architectures
KISTA, Sweden and DANVERS, Mass., Aug. 13, 2026 /PRNewswire/ -- Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies and SemiNex Corporation, a developer of high-power indium phosphide (InP) laser diodes, DFB lasers, semiconductor optical amplifiers (SOAs) and external cavity lasers, today announced a program for next-generation InP light sources for AI data center interconnects. The program is initially valued at approximately $3.4 million.
The program targets high-power external laser sources for co-packaged optics (CPO), high-channel-count DFB arrays for wavelength-multiplexed links, and SOA gain stages that extend optical reach as channel counts scale. As optics move from the faceplate into the package, power per wavelength, wall-plug efficiency, and thermal stability increasingly determine how far an architecture can scale making the light source a system-level design problem rather than a component selection.
"The advanced light sources needed for next generation optical networking within AI factories are as crucial as the compute, memory and silicon photonics elements," said Vickram Vathulya, Chief Executive Officer of Sivers Semiconductors. "We highly value our partnership with SemiNex to combine innovative technologies and deliver compelling light source solutions at scale to the market."
"The optical layer is becoming the constraint on how far AI infrastructure can scale. The industry needs more power, at more wavelengths, at higher efficiency, and there is no way to get there by pushing today's devices harder," said Ronald Moore, Chief Executive Officer of SemiNex. "Those gains come out of the design and processing of the InP itself, and that is exactly where our two teams are working together."
Customer sampling and early production ramps are targeted for 2H 2027.
About Sivers Semiconductors
Sivers Semiconductors is a critical enabler of a greener data economy with energy-efficient photonics & wireless solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI Data centers, SATCOM, Defense and Telecom solve essential performance challenges while enabling a much greener footprint. For additional information, please visit us at: www.sivers-semiconductors.com. (SIVE.ST)
About SemiNex Corporation
Founded in 2003 and headquartered in Greater Boston, Massachusetts, SemiNex designs and manufactures high-performance indium phosphide (InP) photonic devices, including UHP optical amplifiers, DFB lasers, gain chips, and external cavity lasers. SemiNex partners with leading technology companies to develop custom, advanced optical solutions for critical applications. For additional information, please visit www.SemiNex.com.
Media Contact
Tyler Weiland
Shelton Group
+1-972-571-7834
tweiland@sheltongroup.com
Company Contact
Heine Thorsgaard
CFO
ir@sivers-semiconductors.com
This information was brought to you by Cision http://news.cision.com.
View original content:https://www.prnewswire.com/news-releases/sivers-semiconductors-announces-3-4m-program-with-seminex-for-next-generation-inp-light-sources-used-to-power-ai-data-centers-302850574.html
SOURCE Sivers Semiconductors
KISTA, Sweden, Aug. 13, 2026 /PRNewswire/ -- Sivers Semiconductors AB (STO: SIVE), today provides an update regarding the impact of share price appreciation on the Company's social tax liability during the second quarter of 2026.
During the quarter, Sivers' share price increased from SEK 10.71 to SEK 63.15. As a consequence of this increase, Sivers expects to recognize a 42.9 MSEK non-cash social security accounting expense in the second quarter related to employee share-based incentive programs.
Under applicable accounting standards, social tax liabilities associated with share-based compensation are remeasured based on the Company's share price at each reporting date. Unlike many U.S. companies, Swedish companies are required to accrue employer social security charges linked to the value of employee equity awards. As a result, changes in the share price can create significant fluctuations in reported operating expenses from quarter to quarter.
The expense recognized in Q2 does not impact the operating cash flow, or the underlying performance of the business. Future movements in Sivers' share price may continue to impact reported social security expenses. Higher share prices may increase the accrued liability and related expense, while lower share prices may reduce them. These accounting adjustments may create volatility in reported earnings but do not necessarily reflect changes in the Company's operational performance. While the social tax liability may result in future cash payments when employees exercise equity awards, Sivers holds treasury shares that are intended to be sold in connection with such exercises. Proceeds from these share sales are expected to offset the related social security payments.
As previously communicated, the Company also expects certain revenues originally anticipated during the first half of 2026 to be recognized during the second half of the year due to customer program timing and delays associated with U.S. government budget approvals.
Sivers remains focused on executing its growth strategy across both its Photonics and Wireless businesses and looks forward to providing a broader update on operational progress, customer engagements and market opportunities in connection with its Q2 2026 earnings release on August 27.
About Sivers Semiconductors
We are Critical Enablers of a Greener Data Economy with Energy Efficient Photonics & Wireless Solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI Data Centers, SATCOM, Defense, and Telecom solve essential performance challenges while enabling a much greener footprint. Visit us at: www.sivers-semiconductors.com.
Company Contact
Heine Thorsgaard
CFO
ir@sivers-semiconductors.com
This information was brought to you by Cision http://news.cision.com
View original content:https://www.prnewswire.com/news-releases/strong-share-price-appreciation-drives-revaluation-of-social-tax-liability-in-q2-2026-302850491.html
SOURCE Sivers Semiconductors
