COMPANIES · AI CHIPS & NETWORKING
Sivers Semiconductors
Sivers Semiconductors is a Swedish company that designs and makes indium phosphide lasers (including continuous-wave DFB lasers and laser arrays) and radio-frequency beamformer chips. It makes its lasers at a plant in Glasgow, Scotland.
Sivers Semiconductors is a Swedish company that designs and makes indium phosphide lasers (including continuous-wave DFB lasers and laser arrays) and radio-frequency beamformer chips. It makes its lasers at a plant in Glasgow, Scotland.
Its continuous-wave lasers are designed to be the light source for silicon-photonics, co-packaged and linear pluggable optics in AI data centers; in September 2026 it announced a $30 million expansion targeting more than 100 million such lasers a year. It is a small company and the expansion is not yet operating.
Sells lasers, optical components and RF chips to optics, telecom, satellite and defense customers, and earns development revenue from partner programs.
Sweden (Kista)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (3)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (2)
Source: 2026-06-02 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of reference-design work; does not establish production orders, volumes, revenue, exclusivity or any end customer.
Sivers & GlobalFoundries Advance AI Data Center Optical Solutions ↗Source: 2025-03-25 · reviewed 2026-10-02
Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating
Limits: Announcement of a collaboration; does not establish production volumes, revenue, timing, exclusivity, or any end customer.
Sivers collaborating with WIN to scale high-volume DFB laser production (Semiconductor Today, based on a Sivers announcement quoting Sivers CEO Vickram Vathulya and WIN's William Chang) ↗Comparisons (1)
Source: 2026-09-03 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Editorial comparison; the cited Sivers release does not name Lumentum, and the two differ greatly in scale. Does not establish shared customers or market share. The cited source describes only Sivers's products; the overlap with Lumentum is an editorial comparison not stated in the source.
Sivers Semiconductors Invests USD 30 Million to Expand European Photonics Manufacturing for AI Datacenters ↗Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .