➀ Hisense Technology reported a 10.48% increase in revenue for H1 2024, reaching 3.11 billion yuan, but a 12.64% decrease in net profit to 209 million yuan. ➁ The company anticipates a significant increase in capacity in H2 2024, with new equipment arriving and new facilities becoming operational. ➂ AI-driven demand from internet companies is high, but delivery remains a bottleneck, with tight supply of optical modules. ➃ Silicon photonics technology is expected to alleviate some pressure from EML solutions, with Hisense having a strong track record in this area.