ALL.SPACE Awards $8.2M Production Order to Sivers Semiconductors for Ka-Band Beamforming ICs
Rhea-AI Summary
Sivers Semiconductors (STO:SIVE) received an $8.2M 2027 production order from ALL.SPACE for multi-beam Ka-band beamforming ICs, supporting volume production of next-generation tactical satellite terminals through 2027.
ALL.SPACE serves U.S. Army and Navy programs, and is under a definitive acquisition agreement with York Space Systems (NYSE:YSS).
Positive
- $8.2M production order from ALL.SPACE for 2027 deliveries
- Supports scaled, multi-year volume production of Ka-band BFICs through 2027
- Strengthens position in defense and commercial multi-orbit satellite communications
- Aligned with ALL.SPACE engagements with U.S. Army, U.S. Navy and Royal Canadian Navy
- Order linked to ALL.SPACE ecosystem, which is being acquired by York Space Systems
Negative
- None.
News Market Reaction – YSS
In the Jun 9 session, YSS declined 4.52%, reflecting a moderate negative market reaction. Argus tracked a peak move of +5.0% during that session. Argus tracked a trough of -13.6% from its starting point during tracking. Our momentum scanner triggered 12 alerts that day, indicating notable trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jun 05 | Satellite lot shipment | Positive | -1.8% | Second production lot of T1TL tactical communication satellites shipped for summer launch. |
| Jun 04 | Acquisition closing | Positive | -2.5% | Closed Solestial acquisition to secure U.S.-sourced space solar supply chain. |
| May 22 | Conference appearance | Neutral | +2.0% | CEO scheduled to present at the 2026 Jefferies Space Virtual Summit. |
| May 19 | Acquisition agreement | Positive | -2.9% | Entered agreement to acquire Solestial, adding next‑generation space solar capability. |
| May 18 | ALL.SPACE acquisition | Positive | +8.0% | Announced plan to acquire ALL.SPACE, expanding advanced defense communications offering. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent company updates and acquisitions have often been followed by modest downside moves, with the ALL.SPACE acquisition headline an exception showing a strong positive reaction.
Over the last few weeks, York Space Systems has reported several strategic steps, including multiple acquisitions and program milestones. On May 18, news of the planned ALL.SPACE acquisition drew a 7.95% gain, while subsequent Solestial acquisition announcements on May 19 and June 4 saw shares down 2.93% and 2.53%. Operational updates such as the Jefferies summit appearance and T1TL satellite shipments produced mixed but generally modest price moves. Today’s ALL.SPACE-related customer win for Sivers connects back to York’s ongoing integration of that asset.
Key Terms
ka-band technical
beamforming integrated circuits technical
multi-orbit technical
geo technical
electronically steered antenna technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Supports Volume Production Through 2027 For Next Generation Tactical Terminals
KISTA,
ALL.SPACE has recently demonstrated strong portfolio and pipeline momentum supporting
"This production order represents an important milestone in our partnership with ALL.SPACE as we move from development and initial production to scaled multi-year deployment," said Vickram Vathulya, CEO of Sivers Semiconductors. "The successful market adoption validates both the differentiated performance of Sivers' beamforming platform and the importance of ALL.SPACE next-generation terminals for future satellite communications infrastructure."
"Our continued partnership with Sivers Semiconductors has been instrumental in bringing our next-generation multi-orbit communications capabilities to market," said Paul McCarter, CEO of ALL.SPACE. "This production order reflects the strong performance of the jointly developed Ka-band beamforming technology and supports growing demand from our customers worldwide."
Demand for multi-orbit satellite communications is accelerating as defense organizations and commercial operators increasingly seek resilient, always-on connectivity across LEO, MEO, and GEO satellite networks. As a result, advanced beamforming semiconductors and electronically steered antenna technologies are becoming critical enablers, helping deliver the flexibility, performance, and reliability required to seamlessly operate across multiple orbital constellations.
For more information, please visit https://www.sivers-semiconductors.com/.
About Sivers Semiconductors
Sivers Semiconductors is a critical enabler of a greener data economy with energy-efficient photonics & wireless solutions. Our differentiated high-precision laser and RF beamformer technologies help our customers in key markets such as AI Datacenters, SATCOM, Defense and Telecom solve essential performance challenges while enabling a much greener footprint. For additional information, please visit us at: www.sivers-semiconductors.com. (SIVE.ST)
About All.Space
All.Space was founded in 2013 with a vision to provide the solution to the challenges of multi-orbit communications. As the providers of the most advanced platforms for total communications convergence, ALL.SPACE is shaping the very future of defense operations with the world's first fully capable multi-link terminal, which connects seamlessly and simultaneously to all satellite and cellular networks. For more information, please visit: https://www.all.space/.
Media Contact
Tyler Weiland
Shelton Group
+1-972-571-7834
tweiland@sheltongroup.com
Company Contact
Heine Thorsgaard
CFO
ir@sivers-semiconductors.com
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SOURCE Sivers Semiconductors