Spectra7 Microsystems Inc (SEV)

[Robert31]

https://seekingalpha.com/article/4688672-macom-technology-solutions-holdings-inc-mtsi-q2-2024-earnings-call-transcript
Now with that said, the data center market is doing really well. We're having a great year this year. We expect as I talked about in my script a very strong year, next year. The data rates are going higher and this makes it more complex in terms of fielding solutions due to the sort of the changes going on inside the data center we find that there is a tremendous amount of opportunities for short-reach high data rate connectivity. And that's where we play.

And then the industry is trying to bring on different ways to solve the same problem. And that's why I spoke about the LPO MSA, which is really the industry coming together and saying how do we make an optical or a copper link that uses less power. And we are absolutely right in the mix of that. And what we're very happy to see is a growing number of companies joining the MSA leading networking companies leading module manufacturers and even leading chip companies. And so we think over the long term that will be a tailwind to our business.