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your fiscal '25 foundry/logic revenue is up about 3% year-over-year, but your U.S. peers who should be on a level playing field
Where specifically are these share gains with these leading-edge customers coming from
$500 million is not nothing. It's a bit of a step down from the $5 billion that you earlier mentioned. Just want to get assurance that this isn't a share issue
is there a world in which DRAM process control intensity just really gets close to advanced logic?
But you talk about the process control intensity at these customers?
how should we think about your memory growth expectations into next year relative to this really strong December quarter?
could you talk about those market share gains and sort of where your kind of current assumptions are towards -- as we think towards 2026?
your September quarter foundry/logic revenue is likely to strengthen sequentially, but your memory revenue across both DRAM and NAND will decline