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can you remind us how to think about your opportunity in a node upgrade scenario versus greenfield capacity adds?
is there any update to how we should be thinking about days inventory that you guys are comfortable holding on the books
There's obviously a higher degree of uncertainty around their CapEx outlooks for like the Intels and Samsungs of the world
how do we think about the cyclical piece of DRAM compared to the HBM upside that you're seeing
how are you seeing this play out in the current leading edge nodes and maybe future nodes?
So the right interpretation that those applications in the data center have expanded versus what you guys had been thinking?
Now that it seems like we're getting a little bit more momentum on the WFE side, have you seen any acceleration in engagements on those new products