Dustin Fowler's questions to Valens Semiconductor Ltd (VLN) leadership • Q3 2024
Question
Dustin Fowler, on behalf of Rick Schafer, requested an update on the timing and opportunity size of the Stoneridge partnership within the trucking segment.
Answer
CEO Gideon Ben-Zvi explained that the partnership with Stoneridge is progressing well after a successful pilot, and Valens expects the trucking market to be a fruitful segment. He noted that the new VA7000 chipset is well-suited for the truck industry, which Valens now considers a distinct segment, and promised more details at the upcoming Investor Day.