THE COMPANY RESPONDED: THE COMPANY'S JULY ORDER GUIDELINES ARE STILL VALID

A + H UNIT IN THE LIGHT MODULE IS NOW DOUBLE-DIP ON THE TAIL. IN THE NEWS, THE U.S. PHOTO-ELECTRO-TECHNOLOGY (AAAOI.O) MANAGEMENT RELEASED A POSITIVE SIGNAL AT THE PERFORMANCE TELECONFERENCE THAT THE DEMAND FOR AI INFRASTRUCTURE WAS STRONG, THAT CUSTOMER DEMAND WAS APPROXIMATELY 20 TO 40 PER CENT HIGHER THAN ITS CURRENT SUPPLY CAPACITY, THAT 800G REVENUES WERE EXPECTED TO INCREASE BY A FACTOR OF FIVE IN THE THIRD QUARTER, THAT THE FIRST 1.6T PRODUCT WOULD BE CERTIFIED BY THE CUSTOMER IN THE COMING WEEKS AND SHIPPED LATE IN THE THIRD QUARTER, AND THAT A 1.6T ORDER OF OVER $200 MILLION HAD BEEN DISCLOSED AT THE TELECONFERENCE。