AI Infrastructure DemandStrong demand from major AI infrastructure customers for the company's copper interconnect products is driving robust revenue growth and highlights the company's strategic role in AI server connectivity.
Earnings And GuidancePreliminary revenue results significantly exceeded expectations and management guided for continued sequential growth, supporting confidence in a path toward a substantially larger annual revenue run-rate.
Product Expansion And Intellectual PropertySuccessful execution of the AEC product line, combined with expansion into retimers, DSPs, optics and active cables and supporting patent licensing deals, strengthens the company's competitive moat and long-term earnings potential.