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how you're thinking about the year. I know you gave a couple of comments, but by application, by geography
how you're thinking about the market this year? And if you can delineate between cloud and enterprise
you're guiding gross margin to 54% in the first quarter. I'm curious what some of the major puts and takes are
the outperformance relative to WFE you guys expect to deliver this year. Is that mostly a function of dep and etch
You're guiding Q1 revenue down, I think, 2% to 3% sequentially. I was hoping you could maybe provide some color by end market
there's a pretty significant drop off on a sequential basis for a 2% to 3% decline in revenue. I was hoping you could kind of provide some context there