speed-grade ramp
800G
1.6T
3.2T
auto
AI wireline design-and-production test demand loop
hyperscaler capex
drives AI design
speed-grade ramp
800G
in production
1.6T
ramping
3.2T
engaging
wireline test flow
design simulation
emulation
protocol validation
production test
80% R&D
20% prod
wireline test orders
KEYS · AI infra ~2x
component availability
caps conversion ~2 qtrs
conversion
throttled near-term
next-grade design-push
grade 1.6T ramping — test mix shifting from R&D toward production test (~33% and rising)