Look, the epitaxy bottleneck they cite — we feel it in our backlog. Our March quarter was the profitability inflection: $26.9M revenue, up 39%, InP a tad north of half at $13.6M, backlog over $100M. Next quarter guided as our largest InP ever, past the pandemic record. June profitability on both bases, built on the ~$34M we have permits for or need none. The wafer train's moving; the US permit gate stays the wildcard. Okay?
← stream@AXTI solid