$AEVA
$AEVA (AEVA) in Serenity's X Posts
Recent Serenity posts mentioning $AEVA
Excerpts with links to the original public posts on X.
Tue Oct 20 06:47:25 +0000 2026@zaynchd $AEVA FMCW 4D LiDAR is the reference sensor for $NVDA Hyperion, so seems like a possible path. Again, not too much visibility into suppliers or where their CW lasers ultimately end up given how sensitive supply chain relationships areTue Oct 20 06:37:59 +0000 2026I think the more exciting application is robotics/humanoids, which was mentioned in the PR. With likely $AEVA doing FMCW LiDAR and robotics sensing with LG Innotek and others (Boston Dynamics supplier). But hard to get visibility over what end product Sivers lasers go into.…Tue Oct 20 06:27:26 +0000 2026@aleabitoreddit Do you think that $AEVA will use $SIVE lasers for their $NVDA driving solution device?Tue Oct 20 06:24:08 +0000 2026Exciting, $SIVE gets their first production orders for CW DFB lasers with LiDAR. “We are pleased to see this strategic program advance from design-win to production”. With opportunity for expansion given the speculated customer $AEVA is moving into CPO/NPO optical sources for…2026-10-19 16:44Last major $SIVE disclosure was 100M CW DFB laser capacity Q4 2027. And a new foundry partner (that makes 2 including Win Semi). Expected $JBL revenue coming in H1 2027 (with lasers for Jabil's 1.6T LRO scaling up H2 2027). There's channel checks along the way like CIOE where…