MarginsGross margins improved due to a stronger product mix and higher factory utilization, which can boost profitability if utilization remains steady.
Product Strategy And AI OpportunityExpanded capabilities across silicon photonics, advanced packaging, power technologies, and low-power silicon position the company to pursue a sizable AI-related market opportunity.
RevenueRevenue came in at the high end of guidance driven by stronger demand in Automotive and Data Center segments, supporting continued sales momentum.