Harlan Sur

do you see AGS growing faster than that 10% to 12% sort of historical CAGR this calendar year?

where are you seeing the strongest pull for your PDC solutions

Can the team just throw us up like what type of growth are you expecting this fiscal year in advanced packaging

Is that still the team's view? And then kind of tied to that, right, advanced technology drives more penetration of your integrated system solutions

how big the upcoming two-nanometer node transition and more importantly, volume production potential could be relative to three nanometer

what is the AMD team doing to potentially address the ease of these deployments with the MI400?

seven consecutive quarters of strong year-over-year growth in your EPYC Enterprise and on-prem traction

For the fourth quarter, did your overall server CPU business grow double digits sequentially.

What's the feedback been like on your AI networking architectures? And any networking-related innovations

what percentage of the royalty mix is CSS today, and what proportion of the royalty revenue could it become over the next two to three years

last fiscal year, cloud and networking accounted for about 10% of royalty revenues

You guys are building an ecosystem around your CSA, or this chiplet system architecture?

given your visibility into next year, do you see these COT science projects taking any meaningful TPU, XPU share from Broadcom?

does the team have three nanometer, two nanometer wafer supply, COA substrate, HBM supply commitments to support all of the demand in your order book

how should we think about the magnitude of the cyclical upturn? And given your thirty to forty week lead times, are you seeing continued order improvements in the non AI segment

do you see the Broadcom team sustaining the 60% year-over-year growth rate exiting this year. And I assume that, that potentially implies that you see your AI business sustaining the 60% year-over-...

Has the profile changed? Either favorably less favorably versus what you thought, maybe ninety days ago because quite frankly, I mean, a lot has happened since last earnings

have customers commence test chip designs or are they maybe even further along than that and customers are already running their own 14A test chips now?

is the team still supporting Clearwater Forest? Or just focusing now on Diamond Rapids? And has the team taped out or taped in your next-gen Xeon 7 Diamond Rapids products

I'm wondering if this is also driving incremental demand for your process control solution?

How are you guys thinking about the growth in inspection and patterning relative to WFE view of sort of low teens growth this year?

has the magnitude on the WFE growth outlook improved? Or is it more just confidence level on the growth that you were thinking about 90 days ago?

Wondering if these additional dynamics are driving the potential for incremental process control spend as you look into next year?

where are you guys seeing the incremental upside?

the drivers of the massive strength in the inspection, is it broad-based? Is it across optical, darkfield, bare wafer, e-beam?

Maybe just take us through some of the puts and takes around tariffs and trade and your ability to modulate your global manufacturing operations

what's driving the incremental opportunity in e-beam? And how is the KLA's e-beam platform sort of differentiated?

can you just kind of help us unpack that a bit? How much of that mixes 2.5D packaging technology

your process control business should grow kind of low to mid-teens percent in calendar '25?

Is the stronger velocity of demand having a similar impact to your manufacturing capability and ability to procure the necessary components and subsystems and any bottlenecks that you have in your ...

do you think that overall, growth in calendar '26 WFE might be limited by availability of clean room space not only in NAND but across DRAM

Is the team still embedding about a $700 million negative impact from China in the second half of this year due to the restrictions

does the Lam team have enough manufacturing capability in the US to service your leading-edge customers that are gonna be aggressively building out plants here in the US?

On advanced packaging and high bandwidth memory, I know you guys started last year with a view that

how much of these multiyear SCA agreements is due to the inherent requirements for earlier and longer-term engagement

does this give the team a runway to continue to drive sequential growth in ESSD

is the Micron Technology, Inc. team also entering into long-term supply agreements with your ES SSD customers

there has been a significant upward revision on ASIC XPU volume shipments next year

Days of inventory are now at your target levels as you had expected previously

some of your HPM four customers are looking for as much as 25% more bandwidth

where are you on your negotiations for your calendar '26 HBM supply and pricing discussions

is that still the case that we should see gross margin improvements maybe starting in fiscal Q4

your networking revenues accelerated on a year-over-year basis every single quarter

Are you still seeing that hesitancy, that sort of wait-and-see posture by customers? Or is the order activity there starting to now pick up

You guys have previously mentioned the team is ahead on the Sherman fab build-out, and on track to complete the build-out of fab two this year

Did the team see terms business grow sequentially in Q2, both in dollars and percent of revenues? And was it broad-based across both your industrial and auto businesses

the largest subsegment industrial automation, which is tied to manufacturing activity is pretty sensitive to trade and tariffs. So just wondering if this segment is relatively weaker

have you mapped out that $1.6 billion in CHIPS Act grants over 2025, 2026? And maybe have an updated view on the potential better free cash flow per share profile

Has this level activity remained at kind of normalized levels? And then, maybe on another metric we look at is turns orders