I would say our datacom revenue was $260 million — up 4% year over year, down 6% sequentially — and I would frame the decline as supply, not demand. Shipments and revenue ran well below demand levels because of broadening component and material shortages, 'not demand risk; it is supply constraints,' spanning lasers, memory, and certain ASICs, let's say, not any single part. A second EML source was approved last quarter, yet the imbalance likely persists into the following quarter. Underlying demand, in our telling, remains exceptionally strong.
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