Added to YB: 2026-06-01
Pitch date: 2026-05-28
SIVE.ST [neutral]
Sivers Semiconductors AB (publ)
Author Info
Jason's Chips takes you on a journey from deep semiconductor tech to DCF-derived intrinsic value via 50+ page research reports in an entertaining and simplified way. Sign up for the newsletter.
Company Info
Sivers Semiconductors AB (publ), through its subsidiaries, develops, manufactures, and sells chips, components, modules, and subsystems in North America, Europe, and Asia.
Market Cap
SEK 20.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-250.77
P/E
-108.78
EV/Sales
60.76
Sector
Semiconductors and Semiconductor Equipment
Category
value
Sivers Semiconductor | The Most Overvalued Stock in Optics
SIVE.ST (short thesis, can't short): Swedish photonics/wireless fabless co ran 20x on social-media hype to $2.3B mcap, ~230x trailing photonics rev; sell-side PT <10% of price. Author argues no moat (Lumentum makes better laser arrays), targets wrong CPO architecture (WDM vs winning UHP), fabless due to poor InP yields. 'Opportunity pipeline' ($453M) misleading—only ~15% converts; mostly NRE. Most overvalued stock in optics.
Read full article (11 min)