Sivers Semiconductors is trading at $4.28, down -5.10%, after announcing a 42.9 MSEK non-cash social-security expense tied to second-quarter employee equity programs.

  • Some revenue expected in the first half of 2026 will shift to the second half due to customer timing and U.S. government budget delays.
  • A separate $3.4 million SemiNex AI-data-center program is positive, but sampling and early production are not targeted until the second half of 2027.
  • The decline contrasts with stronger semiconductor-sector sentiment, pointing to company-specific concerns.