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perhaps you could speak more broadly on what you're seeing with pricing where you'd expect your blended pricing to be for the year?
Could you give us some sense of what the totality of the China business looked like? And, again, in that case, even outside of auto, is there any fear of, you know, any pull forwards
do you think this has normalized such that whatever happens going into the second half is really a reflection of true demand?
how significant was the multinationals in China? That sound like it was a source of strength last quarter
kind of where you are feeling better about growth for next year. What are the things that we should be looking for
where your level of confidence is in your customer forecast right now
because of the upside you're seeing to China this year, does that have any effect on your expectations for China going into next year?
What and when do you expect to see some of those benefits coming into the order book for memory?
What sort of direct tariff impact are you expecting in the gross margins? And what goes into the thinking with regard to the gross margin for the full year?
if we need to diversify the geographic location of fabs going forward, if we're going to produce more in the U.S., if produce more in China, then that's ultimately good for WFE spending
what are the sort of plausible things that we should be watching for and concerned about that would justify the back the lower end of guidance?
At this point would you expect 2026 to be a growth year and what are the variables that you're thinking about with regard to 2026?
what do you how do you think it shapes up for this year and then particularly in the second half of the year
how does that affect the service growth for both '26 and as you kind of start into '27?
anything we should think about with respect to gross margins as we start modeling through '26?
Could you give a little more detail about what you're seeing first half versus second half?
at what point with regard to some of the operating leverage that you typically get with the fall through, what's kind of the starting point from that
From a quarterly basis, is there any sort of incremental headwind or benefit as we go into the second half?
there may have been some tariff-related pull-ins by certain customers
if you could tell us about what the exposure is, particularly on DRAM side, LP4 and DDR4
Are there any plans in place now to increase those loadings? And, you know, what would you need to see in order to take those steps
if we look at the different regions, how does that stack up against what you would expect for normal seasonality each one of those regions in the first quarter
if you could take us through your thought process with regard to the in in in wafer starts and utilization
the words you said were that the recovery was continuing at a at a slower pace, Can you talk about, you know, what what what's changed in your mind
any changes you're making to fab loading and basically where you want your internal inventories to sit as you exit the year
what's their tone right now, given all the macro uncertainty, what are they doing with inventory levels and preparing now
some update on what's going on in China right now? You had spoken about, I guess, the auto business again is stronger there
we're seeing a sharp divergence there between those two businesses, particularly on the margin side. Can you give some explanation