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Achieved record annual sales of $1,050,000,000, driven by 58% year-over-year growth in data center portfolio and 34% growth in LoRa revenue.
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Acquired HIFU Corporation to vertically integrate high-efficiency indium phosphide laser technology, expanding content opportunities from single-digit dollars at 800G to approximately $80 at 3.2T.
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Established Active Copper Cable (ACC) MSA with 12 founding members to standardize specifications and reduce implementation risk for hyperscalers.
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Advances the ‘LoRa+’ strategy by adding multi-protocol support (Z-Wave, Zigbee, Thread, Matter) to simplify smart home and security deployments through single-SKU solutions.
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Optimized the capital structure to achieve a net interest income position, providing financial flexibility for R&D and strategic acquisitions.
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Focus was maintained on portfolio optimization through the ongoing divestment process of the cellular module business to concentrate on high-growth core assets.
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Project data center revenue growth to exceed 50% by fiscal 2027, driven by 1.6T ACC deployments and FiberEdge design wins.
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Expect to begin shipping CopperEdge ICs for 1.6T ACC hyperscaler deployments in the first quarter, with demand accelerating throughout the year.
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Anticipate a significant increase in FiberEdge 1.6T transceivers in the second half of the year as hyperscalers deploy new switching and XPU platforms.
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Targeting a long-term LoRa growth rate of approximately 20%, supported by the expansion of Amazon Sidewalk into international markets starting in March.
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Planning to intercept the 3.2T transceiver market with integrated chipsets that co-optimize electronic controllers with newly acquired laser technology.
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Capacity limitations were identified at the newly acquired facilities in Alhambra, requiring a comprehensive investment plan to expand domestic laser production.
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Project an increase in the adjusted normalized income tax rate to 27% for fiscal year 2027 due to a geographic change in pre-tax earnings.
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Manage a capacity-constrained environment by intensifying R&D and operational focus to support rapid customer arrival.
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He noted that while 800G demand remains the current baseline, the industry is transitioning towards 1.6T architectures where energy efficiency is the main limitation.
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