Sivers Semiconductors secured an $8.2M order for beamforming ICs used in space satellite c
Sivers Semiconductors secured an $8.2M order for beamforming ICs used in space satellite communications, signaling potential follow-up volume contracts and reinforcing its role as a space/defense supply chokepoint, alongside its photonics AI data center laser business.
“A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Space applications (allspace). This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication. The bigger implication is not the contract size: But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial). Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract. Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers... This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)”Original post：X / @aleabitoreddit ↗