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Technology Stocks : Ouster (OUST)
OUST 24.26-8.1%Dec 12 9:30 AM EST

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To: Smart_Asset who wrote (320)12/12/2025 3:45:54 PM
From: waitwatchwander   of 325
 
AI and lidar chips used by Rivian in the R2 will be in-house products.

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InGaAs are needed for 1550nm which seems to be most important for L4 during fog, rain and snow. I believe TSMC doesn't currently produce such products but are doing R&D into this capability.

Ouster also needs to go here for L4.
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