Tim Savageaux

“Hey, good afternoon, and congrats on the results and outlook, and especially on the backlog increase. First question, sort of taking the discussion back to gross margins and kind of where you can go there, and yeah, doing that math, I think you're solidly into the 60s in terms of where you're guiding.”

“So the inventory increase has to do with our growth growth and then the positioning for for future ramps for the customers got it thank you thank you one moment for our last question it comes from the line of teen salvage all with Northland capital markets hey good afternoon and congrats on congrats on the results and…”

“My question is about optical content in data center on the module front, you know, lasers and detectors relative to what you see currently on your TIA and driver ICs.”

“Well, good afternoon from here, at least. And wow, congrats on the results and the guide. My first question is about the comments on the call about, I guess, an increased target for indium phosphide capacity for this year.”

“Hey, good afternoon, and congrats on the optical bookings in particular, and that's kind of where I want to focus here. And maybe these two questions are combined.”