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Sivers initiates Photonics foundry capacity project and makes management changes

What happened

Sivers Photonics is evaluating a capacity expansion project targeting volumes exceeding 1000 wafers per week. The company has initiated a strategic business development project and made management changes to support this growth. Bearish: This planned capacity increase for photonic integrated circuits points to a future easing of supply constraints, potentially putting downward pressure on prices in this niche segment.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

Photonics ICsIII-V Semiconductors
Sivers Semiconductors AB
capacity-expansionfoundryphotonics

Source and time

Source: Semiconductor Today · 5/25/2023 · View original source

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