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What are the key assumptions embedded in the low and the high end of your July quarter revenue guide
When do you expect backlog for SSG to show the inflection point and show growth
how should I think about the migration to the v9 higher royalty? Is going to help offset lower smartphone units
can you remind us what are the key milestones as we go from R&D NXE:5000 to production, which is NXE:5200?
it seems like advanced logic would be the first adopter and then there's a debate as to what happens to foundry versus DRAM as the second type of adopter for these High NA technology?
can you give me an update where we are with the throughput for NXE:3800E? Where is it today?
does that mean that the backlog would be kind of in the 18 month range or are we going to go back to like 22, 23 when backlog was extended due to supply constraints?
And that increased concentration would, in my opinion, give your customers some leeway. They don't have to rush to secure capacity
Is there any way we could think about WFE in terms of strategic investment versus technology upgrade, which could also be a strategic versus maintenance?