Ezra Weener

how should we expect that to layer in? And longer term, do you expect the heavy majority of your capacity to be six-inch

pricing is coming up for your externally sourced components. But at the same time, you guys are signing LTAs. Talk a little bit about pricing

Can you talk a little bit more about what you're seeing, a, from a supply-demand perspective on that as your capacity ramps

Can you talk a little bit about what that is from a performance benefit and what that means for cost for your customer?

can you talk a little bit about the traction of your own EML and what that means in terms of your supply, demand and capacity growth

Can you talk a little bit about what you're seeing timing-wise between the 2 of those in that transition

Can you talk about what you're seeing there from an EML versus CW laser perspective and the plan for insourcing versus externally sourcing

three customers all using CW lasers, just kind of wondering what that means for the industry in terms of what you're seeing from people choosing CW or EML