Redeye states that the semi-weak Q2 report was likely only a bump in the road, which is confirmed by the company reiterating its 2023 financial guidance. Sivers now states that it's more a question of 'when' rather than 'if' the first F100 customer will enter high-volume production with Sivers. With increased trust in this customer, combined with increased potential in Ayar Labs, Redeye raises its estimates and Base Case.
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