Tim Bettles

“You know, Morris mentioned that we're moving to a new generation of crystal growth furnace. This has been bought out really for the development and manufacturing of six-inch indium phosphide.”

“That also will help us in terms of margin. all that next question and it answers my question thank you so much your next question comes from the line of richard shannon with craig callum richard your line is open please go ahead well hi guys thanks for taking my questions and i'll add uh congratulations on an on an…”

“Yes, we are talking to a number of customers right now on long-term supply agreements as we build our capacity out and try and understand where their demand is going.”

“So this process is not transparent at all. And we're seeing quite a lot of variability. You know, we started off in the end of Q3 by saying it was looking like we're seeing a fairly consistent 60 business day process cycle, we're now seeing a lot more variability as we go through that.”

“The market dynamics is still pushing towards what we would see as a growth of 20%, given that, obviously, we can ship places outside of China. I just want to make a quick comment about that, too.”