White-haired stock guru Serenity calls out/places a trade signal for SIVE again! Secures an $8.2 million U.S. military order, with Ka-band chip cards entering the U.S. military satellite supply chain.

Sivers Semiconductors (SIVE) Announces a $8.2 million mass production order for Ka-band beamforming chips from satellite terminal company all.space, to be used in U.S. military and NATO next-generation multi-orbit satellite communication terminals. AI investor Serenity points out that although the order amount is small, it officially expands SIVE's narrative from a single AI photonics add-on to space and defense structural bottlenecks, with the potential for more batches of orders and long-term high-margin contracts in the future.
(Background summary: AI investor Serenity strongly promotes Swedish photonics company SIVE, expecting further upward revisions?)
(Additional background: AI investor Serenity: SIVE targets the "NVIDIA optical upstream bottleneck," following Ayar Labs' official announcement of joining NVLink Fusion)

Key Summary

• SIVE secures all.space’s $8.2 million Ka-band beamforming chip mass production order, expected to be delivered by 2027
• all.space is a NATO military-grade multi-orbit satellite terminal supplier, with clients including the U.S. Army and Navy
• Serenity believes this order will expand SIVE’s story from AI photonics add-on to space defense, potentially restructuring valuation logic

$8.2 million is not a large figure in the semiconductor industry, but for a Swedish small company with a market cap of about $2.5 billion and annual revenue of only $33 million last year, this order is significant. On June 9, Sivers Semiconductors announced it had received a mass production order for Ka-band beamforming integrated circuits (BFIC) from satellite terminal provider all.space, worth $8.2 million, with delivery expected in 2027.

Entry Ticket into NATO Supply Chain

all.space (formerly Isotropic Systems) is the world’s first verified multi-orbit satellite communication platform provider, with investors including Boeing HorizonX, SES, and Seraphim Capital. Its flagship GM2000 series is a NATO-military-grade Ka-band ground satellite terminal, currently serving U.S. Army and Navy clients, and is testing with the Royal Canadian Navy, while rapidly expanding support for satellite networks like Telesat, SES, and Viasat.

The Ka-band BFIC supplied by SIVE is a core component enabling terminals to connect simultaneously to LEO, MEO, and GEO multi-orbit satellites. Simply put, the difficulty in satellite communication terminals lies not in the antenna itself, but in the beamforming chips that allow antennas to track multiple satellites in different orbits at the same time. SIVE’s strength is in this area.

Serenity: The Narrative Extends Beyond AI Photonics

White-haired investor Serenity (@aleabitoreddit) commented on the order on the X platform, noting that although the amount is only $8.2 million, it “verifies SIVE’s positioning capability in satellite communications.” He states that this order expands SIVE’s investment narrative from a single AI data center photonics (CW laser sources, co-packaged optics CPO) to space and defense structural bottlenecks, with the potential for more batches of orders and long-term high-margin contracts, possibly restructuring valuation logic.

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… https://t.co/BbywhhzgsW pic.twitter.com/Pts8N19ubM

— Serenity (@aleabitoreddit) June 9, 2026

SIVE currently has two business lines: one is the Photonics division supplying III-V compound semiconductor lasers needed for AI data centers, with partners including O-Net and GlobalFoundries; the other is the Wireless division producing 5G millimeter-wave and satellite communication chips. Serenity believes that both lines share the same compound semiconductor manufacturing capacity, and the mass production experience on the defense side will reinforce confidence in photonics capacity.

On the data front, SIVE’s stock price has surged over 2,000% in the past year, reaching a record high of 110 SEK on June 3, and has since fallen back to around 90 SEK. Full-year revenue for 2025 was 304 million SEK (about $33 million), up 25% annually, but the company remains unprofitable.

This is not investment advice.

Frequently Asked Questions

What is the purpose of SIVE’s Ka-band beamforming chips?

Used in multi-orbit satellite communication terminals, enabling a single antenna to connect simultaneously to LEO, MEO, and GEO satellites. The procurement from all.space, a military-grade terminal mainly serving the U.S. military and NATO, involves an order of $8.2 million expected to be delivered by 2027.

Why does Serenity consider this order significant?

He believes this order will expand SIVE’s investment narrative from AI photonics add-on to the space and defense supply chain, verifying its positioning in satellite communication. With 2025 full-year revenue only $33 million, defense mass production orders could accelerate revenue growth and improve gross margins.