Sivers Semiconductors: Optics Interview Weighs on Shares as Short Sellers Reposition
Published on 11/10/2026 at 15:32 | Editorial boerse-global.de
Sivers Semiconductors closed Wednesday at 1.52 EUR, up 3.5%, before giving back 5.1% in today's session. The pullback followed the company's release yesterday of an interview with its CEO on optical connectivity for AI data centers — a discussion that centered on co-packaged optics, the technology that integrates optical components directly with chips, and on laser supply.
The two sessions tell a story of a stock being pulled in several directions at once. Behind the daily swings, regulatory filings show short sellers moving in opposite directions.
Two Sigma Steps Back, GSA Steps Up
Two Sigma Investments LP cut its disclosed short position below 0.5% on Thursday, ending the public disclosure requirement for that stake. The reduction came on Friday, according to the register of the Swedish Financial Supervisory Authority — the same register that earlier showed other investors reporting positions above the disclosure threshold.
GSA Capital Partners LLP moved the other way. The firm reported a short position of 0.52% on November 2, having raised it to that level on November 3 and thereby crossing into public disclosure territory.
Should investors sell immediately? Or is it worth buying Sivers Semiconductors?
A LiDAR Customer Prepares for Production
Roughly three weeks ago, Sivers announced that a strategic LiDAR customer had placed production orders for sensor applications in the automotive and industrial sectors. Deliveries are scheduled to begin in the fourth quarter of 2026, with the programs themselves transitioning into production in 2027. The timeline the company laid out draws a distinction between the start of shipments and the ramp-up of the underlying programs.
The orders span two application areas — automotive technology and industrial sensor systems — and Sivers described the customer as strategic.
Incentive Program and Share Issuance Authorization
At an extraordinary general meeting held about three weeks ago, shareholders approved a long-term employee incentive program covering up to 7.28 million options. In the same vote, they authorized the board to issue up to 7.28 million Series C shares.
That authorization is intended to secure the share delivery for the incentive program as well as related social security payments. The meeting thus signed off on both the options program and the hedging mechanism behind it, which relies on a possible share issuance.
Ad
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.
