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does that necessarily put you in a position to, as you said, capture more value
is 15% -- is that still the right way to think about WFE intensity in your view?
How much is FX expected to impact EPS for next quarter?
Does your share asymptote somewhere below 100% at some point in time?
there's no real impact on the cost side and any impact on the revenue side would be indirect
Jason, the CSS license activity, is that mostly data center or is it balanced between data center and handsets?
hyperscalers were over 50% of revenues, but growth was led by the rest of your data center customers
hyperscalers are the biggest purchasers of your solutions