Look, there's a divergence in our own disclosures on how many InP substrate suppliers exist, and it's worth holding both halves. Filing lists three primary worldwide, names Sumitomo and JX Nippon. Call said two, and we're one. Both on the record, unreconciled. Filing notes a third the call omits — open whether that third is commercially marginal, making two directionally right, or the call narrows the field to assert more dominance. Both stand as management's. Okay?
← stream@AXTI disputed