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if you could talk to the sustainability of the NAND growth and what exactly is driving it
when you say below normal, are you expecting China to recover to, like, 30% level that you previously communicated
given the pressure on the bill of materials do you anticipate or are you seeing any impact in terms of the adoption of CSS and V9
can you speak to the royalty growth by end market, where you're seeing strength
on your 2026 expectation, are you assuming any meaningful contribution from the 4 prospects that you talked about?
I'm just curious as to why Q2 is tracking a little bit weaker. And then as we look out to the next few quarters
Just wondering if that's still the target. And then, as we look forward to NovoLake, has the decision about, you know, internal versus external been made
do you think you can get there with mostly internal wafers? Or do you need external customers as well?
is it pretty set in stone that you are bringing it back for sure? Or do you have any flexibility
how you're expecting, and two, demand to kind of fare? And if you can talk about where we are in the N2 cycle?
just curious to understand what the implications for semi PC intensities with?
how does the, I guess, PC intensity change as you go from N3 to N2?
That is -- I think, implies at least in a mid-single-digit type decline. We haven't seen a decline in that business in a while
The one point of WFE share that you gained, maybe if you could help us understand if it is coming primarily in foundry and logic or if you're seeing that across the board.
first, you know, we all know that advanced logic spending is coming back here. But if you could maybe parse it out
on Moly B, I know you said several hundred million dollars of contribution. I'm just trying to reconcile