On July 28, Coherent Corp. conducted a conference call. Throughout the meeting, the company expressed that the present order demand and pricing trends are favorable, bolstered by a strong overall demand within the industry. Nevertheless, shortages of materials have exerted certain supply-side pressures, prompting manufacturers to adopt a more prudent stance when quoting prices. Despite these challenges, the company remains confident in its ability to maintain a stable gross profit margin. Furthermore, it anticipates that by 2027, with the commencement of mass production for high-margin new products like 2.4T and NPO, there will be a tangible enhancement in the overall gross profit margin. Looking ahead, as scale-up optical connectivity solutions are increasingly adopted on a large scale, the company is poised to further bolster its profitability, capitalizing on its technological prowess and delivery efficiencies.