The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Brian Lee - Goldman Sachs Group Inc - Analyst
: I had a couple here. I guess, first off, understandably the pull forward from Q3 into Q2 that's showing up in kind of the results from a top
line perspective. Then when I look at full year guide, even at the low point of the guidance range for revenue, as you mentioned, Q4 is going
to -- looks like it's going to be a quarterly record for you in terms of revenue. So just curious kind of what -- is there anything that slipped
out from Q3 into Q4 timing-wise?
And then if not, where is sort of the visibility around Q4 for that revenue kind of strength into year-end? Is that just product cycle-driven? Or
are you seeing any new capacity being added in '26 starting to mobilize already in terms of material purchases here at year-end? Just trying
to understand the Q4 strength.
Question: Brian Lee - Goldman Sachs Group Inc - Analyst
: Okay. Fair enough. And then again, at the low point of guidance, $650 million revenue or so you're basically flat year on year. And I know
it sounds like Steve was saying at the beginning of the call, you're entering into a pretty encouraging backdrop of growth across all these
new product categories and unit growth assumptions as well as capacity expansion.
So how should we be thinking about sort of the growth trajectory off of the past two years where you've been kind of flattish into '26, what
are some of the puts and takes? And as some of the, I guess, year-end weakness here in '25, is that potentially slipping into '26 here?
Question: Brian Lee - Goldman Sachs Group Inc - Analyst
: Okay. Great. Fair enough. Last one for me, and I'll pass it on. The LG display contract, I believe, that is up for renewal at end of the year. Any
thoughts you can share around how those contract negotiations are faring? And then are there any potential implications for the blue
commercialization time line from those contract negotiations?
Question: Martin Yang - Oppenheimer & Co Inc - Analyst
: I want to maybe dig into the end markets a bit more. with regards to your guidance, is there any incremental changes by end markets, for
example, smartphones, ITs and TVs that gave you a different outlook for the year?
Question: Martin Yang - Oppenheimer & Co Inc - Analyst
: Next question on new capacity that are coming online in the next two years. What will be the helpful metrics to help us understand the
capacity or the startup cost, the start of as how the material demand can impact your sales before they enter full commercial production?
| 
