Give you some color on the more than $250 million of orders for indium phosphide laser tools — MOCVD epitaxy, wet processing, ion-beam facet coating — deliveries starting 2026, accelerating 2027. The driver: data centers shifting copper to optics, and a major AI-chip company investing in optical-networking suppliers. A large portion is facet-coating tools for 800G and 1.6T transceiver suppliers. We're planning roughly 10X capacity on that line by early 2027, with a path to double again. Management frames the served market at about $700 million by 2030 — a forward framing, not a booked result.
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