Papa Sylla

I'm curious if you can touch a little bit on the mix you are seeing between EML, SiPho and perhaps even VCSEL

my first question is around pricing in general from like a transceiver perspective

the prior seven, what kind of workload would those seven engagement or projects relate to? Related to? Or and also for the additional three as well

Any color on where we are at this point? And perhaps ties to that as well, do you have any target in mind on longer term, what kind of mix

in terms of kind of percentage or even qualitatively, where are you seeing perhaps the larger demand between those 3?

how you are thinking about allocation of your indium phosphide capacity between EML, CW and photodiode

any sense of the sub-400 gig kind of demand this quarter and then moving forward?

Is the growth kind of primarily coming from multi- data center training or is it more inference?

what would you maybe attribute primarily your margin outperformance between those three?

Has the sentiment improved incrementally since then, despite maybe more macro uncertainty?

Just wanted to have kind of additional update on where you are in the process. And is the expectation that 200-gig per lane VCSEL could be available

I'm just curious on the risk of oversupply, if any, I guess, where would you put that risk?

the opportunity around kind of being more vertically integrated as well, kind of providing more ELS type of product

Has that gap extended? And tied to that, it will be helpful to understand how has your longer-term contract or commitment with customers changed

any change on how you are thinking about content or CPO versus the transceiver business

how would you characterize the supply-demand this quarter versus last quarter

kind of what's your approach in terms of pricing at this point? Do you have now more levered to even increase further pricing on EML