Spectra7 Microsystems Inc (SEV)

[Robert31]

Q – Quinn Bolton

Hi, guys. Thanks for taking my question. I wanted to follow up on the Data Center opportunity. One of the big things that seem to come out of OFC is that, you're starting to see potentially a pretty large ACC opportunity at 200 gig per lane to connect GPUs together in -- across somewhere between eight to 16 racks, sounds like this opportunity could reach into the 10s, if not exceed $100 million as it ramps. And I wanted to see, how MACOM is positioned -- guys think that that's a significant opportunity for you, as you look into fiscal or calendar 2025.

Steve Daly

Well, I -- we certainly, heard and saw the same things at OFC. So, I don't think we would disagree with the fact that there's a big opportunity there. And -- so we'll have to wait and see on that. I guess, would be the best thing to say, Quinn. So, it is a big opportunity. There's more customers coming online at the higher data rates, which plays to our favor. We have a lot of different products and form factors and solutions for these customers. But you have to understand that, there's still a lot of work being done, a lot of testing, a lot of qualification and we think that this year will really be the year where we can secure strong positions for 200-gig ACC. But I would say that, yes, there's an opportunity. I think you're -- we're seeing the same things, you are.