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can you maybe talk about procurement of memory, when that takes place, particularly on the HBM side?
Could you talk about into next year what your view is on discrete sales versus system sales? When do you see that crossover kind of happening?
where do you think that the constraint will be? Will it come first with components not being available?
do you think that your Q2 results included some pull forwards and the second half should still be flattish?
perhaps you could comment on when you get approval, if the supply chain is ready, what's currently in inventory?
could you maybe talk about what you see the client business growing as a base level?
do you think that you need more? Is that something that you're going to do internally? Look externally?
you noted that customers are staying at direct attached copper through 400 gig SerDes. Is there any reason you're pointing that out in particular, especially as a leading pioneer in CPO?
Maybe you could talk about when you see material uplift in revenue there and why it's important to start thinking about those type of switches as we move more towards inferencing
could you maybe just give us an update on if you're seeing any pull-ins, any changes in dynamics from a geography perspective?
could you talk about what the strategy will be going forward? Are you planning on launching a new product
Where should I be paying attention Is that more on the leading edge foundry logic side? Is that more in the advanced packaging side?
Do you think that as this year goes along, maybe that view can change if you see an acceleration a bit more quickly on the NAND side
Do you agree with that statement? Or do you have any qualification for how you would look at that ratio?
Are you talking about additional customers coming in on the leading-edge side?
How are you comfortable in talking about the strength of the broader market where you're kind of describing a dynamic where maybe you're taking more of the pie
the DRAM side gets a little bit stronger and you see a little weakness on that? Are you seeing anything different just given or the timing of your NAND business?
Can you guys talk about what you guys did in order to get to that 100 basis points per quarter?
we'd love to try to figure out where the strength is coming from just on a sequential basis into March
Have you seen incremental spend there in the short-term or rush orders to try to catch up by customers?
you mentioned the tariff environment is very different in the December quarter versus the September quarter. I was curious if you could unpack that
how long do you think that you can continue to grow on the NAND front before you start to get some greenfield kick in
in terms of the upgrades really coming in strong, I think it's actually very impressive that you're able to guide
Could you talk about your view on the memory market longer term
the percentage of the DRAM business today that is HBM from a dollars perspective
any color specifically on HBM contribution the November quarter and what you are expecting in the guide
where does utilization stand today
Is that because you raised pricing previously? You plan to in the future? The reason the question comes from your competitors are talking about an increase in pricing early in 2026
There was no mention of auto there. You guys have said previously, maybe the auto business is a little bit slower off the bottom than industrial. Any update on the auto business
can you meet all of that demand with your China facility in country? Or could you help me just understand how much of that demand you can meet
is the back end always associated with that same foundry? Or are you shipping that to different places before it meets the end the end customer
Is the depreciation being at the lower end entirely a function or the updated guide that you're giving today entirely a function of those tax credits and grants, or is that a function of potentiall...
article is out on a China statement talking about dumping product in that market. I think there's an ongoing debate just around the sustainability of China longer-term