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I just wanted to ask about the 2 incremental opportunities you highlighted for '27, right, with multi-rail and thermal
I wanted to dive in deeper with some of the CPO LTAs or long-term agreements that you're dealing with, including NVIDIA
do you see a significant shift between silicon photonics and EML? In terms of what that mix looks like for 1.6
how much gross margin leverage is your six-inch indium phosphide ramp driving for you right now?
how much left is there in terms of these pricing tailwinds you can recognize, whether it's from the core data com side or industrial?
what's your confidence level in your ability to expand your share in 1.6T over 800 gig?
do you have any insight into what your relative share could be for the upcoming ramp? Maybe relative to 800 gig?
is there any cost headwind contemplated in your gross margin guide for the next quarter
what initiatives worked well to deliver that and I guess, as we look throughout the rest of this year, what are some of the low-hanging fruits
as you get closer to the 1.6T ramp, do you have a better sense of which platform might be seeing relatively more pull from these customers?
could you help us with the linearity for revenue this year to the best extent you can
What exactly is happening to the process control part of the market this year?
How do you think about engaging with more contract manufacturers?
How large would it have been if you had been able to address all the demand that you saw in the quarter?
Where are we in that kind of second phase of upgrades? Is there a way to kind of contextualize
Could you talk about your share opportunity in traditional and conventional DRAM
which areas have become maybe incrementally worse or better over the last 90 days and just where are you still undershipping to demand?
how do you think of about expansion into 2025? And then maybe more broadly, as you think about an eventual return to 50% or greater gross margins