Sivers Semiconductors Ab · OMXSTO:SIVE
Sivers Semiconductors Ab — Investor Day (May 2025)
5 slides from Sivers Semiconductors Ab's investor day presentation, May 27, 2025
Slide 1: Business & Technology
Business & Technology Capital Markets Day May 27th, 2025 Alex McCann, Managing Director Photonics
Slide 2: Asset Lite manufacturing model – the advantages
Asset Lite manufacturing model – the advantages Global Competition Ability to compete against global fabrication competition. Competition Low Capex High quality and reliability Low-cost Fab model at scale. Capex Quality Stable process technology with established Maintenance capex only reliability hi
Slide 3: Photonics BU – in transition to an Asset Lite model
Photonics BU – in transition to an Asset Lite model. Glasgow Photonics Wafer Fab WIN Semiconductors Foundry - Taiwan Focused on R&D Focused on High Volume Production Photonics Product Design Proven high reliability platforms New Product Development Matched technology with Glasgow New Process Develop
Slide 4: WIN Semiconductors - Introduction
WIN Semiconductors - Introduction • Founded in 1999 • Located in Taiwan. • It is the largest pure play compound semiconductor foundry in the world, featuring 4 advanced 150mm wafer fabs. • One dedicated Wafer Fab for producing Optoelectronic / Photonics products. • 2024 annual revenues of $540M “Com
Slide 5: Wireless BU currently utilizes an Asset Lite model
Wireless BU currently utilizes an Asset Lite model • GlobalFoundries (GF) is a leading manufacturer of essential semiconductors that power the technologies the world relies on to live, work and connect. • Global Foundries are the 3rd largest Silicon foundry in the world, with $6.8B in revenue (2024)