Sivers Semiconductors Earnings Preview Focuses on CPO Laser Orders and 2027 Ramp-Up

Sivers Semiconductors (SIVE) is set to announce its earnings report in two days, with the market keenly watching the progress of customer certifications, joint development, and order ramp-up in its photonics business. Sivers is expected to provide more information regarding photonics joint development, customer certifications, and contracts soon. AAOI has indicated that multiple customers are seeking CPO lasers, but demand cannot be met due to capacity constraints; MTSI has also noted that customers are competing for continuous wave (CW) laser capacity, with new capacity not expected to come online until the second half of 2027. If Sivers can disclose more about customer demand and capacity commitments, it will be seen as a strong signal of demand. Jabil (JBL) is expected to become a major source of revenue growth for Sivers in the first half of 2027, while Aeva (AEVA) is anticipated to contribute revenue in the second half of 2026. Additionally, joint development projects with other pluggable optical module customers are expected to gradually move from the certification phase into mass production. The market will also be watching Sivers' progress on its NASDAQ listing, future revenue pipeline, and early volume orders. The company recently completed a $70 million financing round, which is expected to alleviate balance sheet pressure. Market participants believe that Sivers' current valuation logic still hinges on the future ramp-up potential of its photonics business; if the company further discloses locked CW capacity, customer demand, and future revenue scale, it could prompt the market to reassess its valuation.

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