Serenity@aleabitoredditPost2026-06-23

Sivers Semiconductors is highlighted as a key supplier of lasers for robotics (via partner

Sivers Semiconductors is highlighted as a key supplier of lasers for robotics (via partnership with LG Innotek powering Boston Dynamics Atlas) and physical AI (via Nvidia Hyperion ecosystem). Additionally, Apple is implied as a customer for biometric and health monitoring optical sensing modules. The author suggests high revenue potential from these relationships.

“$SIVE + Aeva likely coded from the new PR today and SIVE + Apple. For Sivers lasers powering robotics / physical AI. -> Sivers lasers powering Boston Dynamics Atlas via. LG Innotek for robotics -> Nvidia Hyperion ecosystem w/ Sivers lasers for physical AI. Are possible paths with Aeva. Apple likely using Sivers also reiterated from the newer webpage: “Optical sensing modules for wearables” from biometric and health monitoring. They just can’t namedrop partners due to confidentiality, but consumer sensing is probably the biggest tell. Physical AI and mass consumer production with Apple would be very material to revenue.”