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how are you not losing share? Is there some nuances that we may be missing
my question is, is that really just a temporary pop given all the things you talked about timing
Wanted to ask if any thoughts you can provide on that particular competitor. And what could be the implications for -- in Applied's market share
You previously said more than $2.5 billion in fiscal, I mean, in probably calendar 2024, and they expect to double that number
any early view you guys can provide on FY '28? I know I'm asking and plus two year here
there seems to be some difference between what you think the contract will expire versus what they think
I don't see a Armv9 contribution number from the shareholder letter, maybe I missed this number
wonder what that means to your overall strategy on mask inspection. Mind if you shed some light on that?
Why is it growing this much faster than DRAM WFE? Specifically, is it kind of tied to the EUV insertion DRAM?
So is the 30% still the right number kind of going into the second half of the year?
Why is that correlation breaking down? And what's the outlook going forward from here?
Is there anything that you haven't mentioned?
What's the expectation for China revenue contribution into March quarter?
It looks that domestic China revenue, looks like it's tracking flattish year-over-year. And is that right?