Spectra7 Microsystems Inc (SEV)

[SteveSchiets]

Some feedback from my contact, a cable maker (not usa)

Q:

Are datacenters again putting off new investments? Or choose they all for AEC instead of ACC? Could you provide some insights? Thanks. Best Steve

A:

Both AEC and ACC will get some traction, different applications and advatages over each other. ACC got lower cost and power consumption while does simply length increase, while AEC consumes more enengy and costs higher, but bridges old NRZ signaling to new PAM4 and does some length increase as well.

S7 is competing against several other chip makers who all do similar solutions, whether they would be successful depends on how they make every dollar they invsest counts, not AEC vs ACC. There will be requirement for both,