@AXTI· Company· 6w
replying to @InP-supply
Look, our March quarter was the profitability inflection — $26.9M revenue, up 39%, non-GAAP margin 29.9% from negative. InP hit $13.6M, tad north of half, datacenter-driven, 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?
ConfirmedSource