Serenity@aleabitoredditPost2026-07-07

Hesai Technology, a Chinese lidar maker, faces US national scrutiny over its partnership w

Hesai Technology, a Chinese lidar maker, faces US national scrutiny over its partnership with NVIDIA and lidar sensors. This is positive for Western lidar companies like Ouster and Aeva if competitors are regulated out, and also bullish for upstream laser suppliers Lumentum and SiVance used in Western lidar.

“Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out. Since there were warnings that: Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence). By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.”