At its Capital Markets Day on 27 May, Sivers Semiconductors delivered a message that was clear, focused, and firmly long-term in nature. Our key takeaway is that since the appointment of CEO Vickram Vathulya, Sivers has undergone a strategic transformation that may not be immediately visible on the surface but is steadily positioning the company for sustainable, profitable growth. By shifting from opportunistic breadth to concentrated depth, Sivers is transitioning from a project-centric company to a product-centric one, and the CMD only strengthened our conviction in this trajectory.
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