Topic: Data center revenue ramp and 800G/1.6T capacity timeline
Key points:
Q4 guidance implies a "dramatic ramp" in data center revenue, starting with 800G; 1.6T expected to be a strong contributor later next year.
Capacity target of 100,000 units per month (800G/1.6T) exiting the year; full revenue run rate of 90,000–100,000 pieces per month expected more like Q2 due to Chinese New Year and 1.5-month cycle time.
400G capacity is separate, at 120,000 pieces or more early next year, with customer commitments covering that volume.
Mgmt stance: Bullish — management sees a sustained ramp beginning in Q4, with clear capacity expansion plans and customer commitments for 400G.
Q7 — Timothy Savageaux (follow-up)
Topic: Capacity clarification for 800G/1.6T vs. 400G
Key points:
100,000 per month capacity is for 800G/1.6T only (primarily 800G this year); 400G capacity is separate and not shared.
400G capacity will be 120,000 pieces or more early next year, backed by customer commitments.
Mgmt stance: Neutral — factual clarification of capacity segmentation, no new bullish or cautious signals beyond prior statements.