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Autonomous systems need both accurate sensing and reliable connectivity. #FMCW# #LiDAR# delivers precise motion and distance data, while high-frequency #wireless# enables real-time communication and response. See how Sivers Semiconductors is powering next-generation sensing and connectivity: #AutonomousSystems# #Robotics# #EdgeAI#
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Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing). Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA. So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.
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