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do you think this is a chance for you to increase your share both in iPhone and Mac at the expense of competition
does the Apple Foundation model evolve to a different layer in the AI software stack? How to think about it as you partner with third-party frontier models
Is there a way to quantify how much this is you left on the table because of those constraints
do you think that could change the consumer behavior on mobile app ecosystems or are you seeing any of that
Do you think -- do you see a scenario where the LLMs become a core part of your iOS or is the SLM the way to go
do you think there was any pull-in of iPhones in the June quarter that led to some of the upside? And how to think about channel inventory in June quarter
How much is CapEx versus R&D? How much is going into like the Texas server? How much is going into maybe TSMC Arizona
are the current smartphone specs or improved hardware and silicon specs good enough to meet future Edge LLM for inference? Or do you think you need somewhat of a whole new different kind of device
how much more levels do you have on the product side to improve the gross margin? Or do you think with some of the more new AI-related devices, there's more upside
Just wondering how much of that was driven by some of the Mac silicon innovation versus a replacement cycle for Macs
how has the view evolved over the last 3 months? Since 3 months ago, the consensus view was that China would be down in 2026
Is there a way to quantify or look at advanced packaging this year versus last year? How it looks?
How much is the licensing amount you backed out of that? And if that comes through, how to think about the revenue upside
how to think about your leadership product momentum over the next one year to three years, some of these shifts in competition
Can you talk a little bit about your IP market share and if you still feel confident in the 50% share gain
how to think about Arm Holdings plc American Depositary Shares' IP penetration rates or percentage rate in AI data center semis today, and where do you think that evolves over the next three to fiv...
how do you see chip demand and token generation playing out and its implication for Arm
just wanted to follow-up on the ACV. You mentioned the growth decel
can you tell us a little bit of how much of the EUR 2.3 billion in EUV, how was it split between Logic and DRAM for EUV bookings?
what kind of bookings run rate should we assume you need to get in Q3 to get some conviction on calendar '26 as a growth year or not?
What kind of bookings run rate should we expect in the current and the next quarter to see the growth? And if calendar '25 ends up in the upper end of the range, would calendar '26 still be a growt...
is China is still going to be around 25%, mid-20 percentage of sales this year. And any color on the composition of the backlog?
the decline in China sales from 47% in September to 27% in December, is that all a function of digestion by Chinese customers?
You kind of said that this year Logic would be up, but memory kind of flattish. On the Memory front you're more exposed to DRAM than NAND, and you keep hearing about HBM capacity increase.
Would you consider introducing new tools for back-end packaging? Or are you going to use the front-end tool?
A, is that true, still the case? And number 2 is, I think if I remember right, the advanced packaging share is about 50%
can you meet non-U.S. demand from your non-U.S. manufacturing facilities and U.S. demand from the U.S.?
Do you think the Process Control being an early cyclical, some of the early purchases for Arizona are done?
when you look at your numbers compared to some of your peers over the last two quarters your China sales have been more resilient compared to your peers?
how to think about your decline in China sales year-over-year on top of export controls in '25 versus '24?
as your customers ramp up more onshore manufacturing, would it lead to you increasing shipments from your US specialties in California and Oregon rather than Malaysia
should we assume that there might be a quarter or two where your NAND orders or shipments drop off?
If I heard you right, you said the multinationals grew relatively more in June versus March. If true, do you think was it because of potential for restrictions
Doug, can you meet all of your non-US customer demand from your non-US manufacturing sites like Malaysia and Taiwan?
on China, what is kind of your visibility in terms of lead times? And also, can you help us quantify the impact
how to think about the sustainability of gross margins, especially as you bring more HBM4 into the mix
How different is it from an LTA
how to think about Micron Technology, Inc.'s HBM market share in that realm
how to think about gross margins beyond the February, like into May
You also said that you have the offering of both your in-house base dial
I told them, Sanjay, you mentioned about getting sold out in HPM
when you look into HBM4, given the double I/O count through silicon via, what kind of trade ratio
I'm just wondering how much of that is true end demand versus actually tariff-related pull-ins