ENTITY · aeva
Aeva TechnologiesAEVA
United States·photonics optics·niche·$1.6B mkt cap
FMCW lidar-on-chip sensors for automotive and industrial use.
WATCH · 40–69
48/100 illustrative
Underwriting Thesis
WATCH — Aeva Technologies: criticality to DoD-exposed downstream programs compounded by concentrated foreign-origin supply in photonics optics. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence40
Sanctions Exposure45
Downstream Criticality59
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MAeva Technologies → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- TSMCTaiwanCHOKEPOINT
- CoherentUnited StatesDOMESTIC
- Lumentum HoldingsUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
Key Customers · downstream · 3
- NVIDIAUnited StatesDOMESTIC
- Arista NetworksUnited StatesDOMESTIC
- Cisco SystemsUnited StatesDOMESTIC