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KCCO7913

11/29/23 4:58 PM

#169380 RE: Lewrock #169375

The SOM figures represent the 4x200G PIC chips for 800G and 1.6T pluggable transceivers.

If the May deal was with Polariton, it would not be accounted for in those projections since Polariton is not currently making modulator PIC chips that go inside pluggable transceivers.