Sivers Semiconductors is trading 6.17% up at €2.48 after announcing a USD 30 million Glasgow InP facility expansion on September 3, 2026.

  • The upgraded site is expected to support more than 100 million CW DFB lasers annually for AI datacenters and optical networks.
  • Construction is planned for the second half of 2026, with operations targeted for the fourth quarter of 2027.
  • The September 4 rally appears company-driven; September 7 trading is closed. The catalyst is strategically significant, but execution and demand remain forward-looking.