00:00What is the biggest supply constraint or bottleneck for you right now?
00:05Well, certainly, you know, memory is a challenge.
00:08It is memory.
00:10The advanced node semiconductors are still challenging.
00:13You know, it's really, I mean, we think about it from the things that we're producing.
00:19And the semiconductor supply chain is ramping, but the demand is growing faster than the supply.
00:28In our case, we provide the technology integrated.
00:32And so the memory comes with our technology.
00:35We've been planning our supply chain for a couple, two, three years.
00:38We have the largest supply chain in the world.
00:40Our partners have done a great job securing supply for us.
00:45And so all of the pieces go together.
00:47The COOS is lined up with the HBM, which is lined up with the Grace Blackwell and the CPUs.
00:53The COOS R, the COOS L, the COOS S, all of it is all lined up.
00:58The silicon photonics is lined up.
01:00Everything is all lined up.
01:01It's just that the demand is much greater than the overall capacity of the world.
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