Aeva signed a JDA with an optical engine player for hyperscaler deployment, with productio
Aeva signed a JDA with an optical engine player for hyperscaler deployment, with production starting in 2028. The company is becoming a CPO/NPO optical source player, potentially leveraging its existing supply chain, including Sivers Semiconductors as a CW laser supplier. This opens a new TAM and hyperscaler programs for Aeva, with positive implications for upstream suppliers like SIVE, which jumped 18.26% after hours. The CPO/NPO products include ELSFP and on-chip integrated light sources, likely using Sivers' DFB lasers and Aeva's PIC architecture.
“The unexpected thing of the week... Was $AEVA becoming a CPO/NPO optical source player. For background: $SIVE is viewed as the high confidence CW DFB laser supplier to Aeva (which is known for lidar). Today, Aeva reacted with +18.26% AH on news that they signed a JDA with an optical engine player for deployment at a major hyperscaler in H2 2027, production ramp 2028. "Optical Connectivity will leverage that foundation along with Aeva’s EXISTING high-volume manufacturing and foundry supply chain" for: - ELSFP (similar to O-Net/Enablence + $SIVE), with Sivers as the likely CW laser + potential amplifier supplier - On-chip integrated light source (likely $SIVE DFB + Aeva PIC on the architecture/integration side) TLDR: New TAM and a hyperscaler programs for Aeva for CPO/NPO, positive read through for upstream suppliers like $SIVE.”Original post：X / @aleabitoreddit ↗