Sivers Semiconductors: A LiDAR Order Book, a Fresh Short Seller, and the Chip-Sector Weather
Published on 11/10/2026 at 14:31 | Editorial boerse-global.de
Sivers Semiconductors closed at €1.52 on Thursday, up 3.5% on the session — a modest rebound that says as much about the wider semiconductor tape as it does about the Swedish chipmaker itself. The previous day the stock had slipped 0.2% to €1.51, caught in a broad selloff of European chip equities as investors re-rated spending on AI infrastructure following disappointing Qualcomm results and the prospect of restrictions on data-centre investment.
That pattern is familiar. Reuters had already flagged Sivers among European chip names under pressure on 30 October, when renewed anxiety over AI capex followed Intel's weak revenue guidance and losses in US and Asian technology shares. Intel's own troubles — concerns about PC demand and AI-related costs — added to the gloom hanging over the semiconductor sector.
Short Sellers Move in Opposite Directions
Against that unsettled sector backdrop, the disclosed short interest in Sivers has been reshuffling. Two Sigma Investments LP cut its position below the 0.5% public disclosure threshold on Thursday, ending the formal notification of that bet; the register of the Swedish financial supervisory authority had shown 0.71% as recently as Wednesday. GSA Capital Partners LLP moved the other way, disclosing a 0.52% short position on 2 November after building it above the reporting line, according to Finwire.
Should investors sell immediately? Or is it worth buying Sivers Semiconductors?
LiDAR Orders With a 2026 Delivery Date
Operationally, the picture is rather more forward-looking. Roughly three weeks ago Sivers announced production orders from a strategic LiDAR customer, covering sensor programmes in both automotive and industrial applications. Deliveries are scheduled to begin in the fourth quarter of 2026, with the transition of those programmes into the production phase pencilled in for 2027. The company described the counterparty as a strategic customer.
Shareholders Back Incentive Plan and New Shares
At an extraordinary general meeting held around the same time, shareholders approved a long-term employee incentive programme of up to 7.28 million options. They also authorised the board to issue up to 7.28 million Series C shares — a mandate designed to secure delivery of shares under the incentive plan and to cover associated social-security payments. Both the options programme and its hedging mechanism via a potential share issue cleared the vote.
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Sivers Semiconductors Stock: New Analysis - 10 November
Fresh Sivers Semiconductors information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
