Vijay Rakesh

will we be expecting, like, an Arm Holdings plc American Depositary Shares custom ASIC down the road given the substantial partnership that you have with them

Do you expect Arm to be in the market with the merchant CPU? Or will it all be kind of licensed platforms

With the SoftBank expanding the license deal there, can you give us some more color on how that looks?

can you talk to what the opportunity is on the license side or the royalty side?

On the 13 customers, what's the split of data center versus mobile?

Can you talk to how the Cobalt 100 is progressing, how that's ramping?

on the related party side, it looks like very nice traction sequentially. I saw it up 48%

If you look at fiscal '26, you have many new customers ramping [ Meta ] and probably you have the 4 of the 6 hyperscalers that you have talked in the past. Would you expect that growth to accelerat...

Just a question on the networking side. Just wondering how much does up sequentially on the AI side? And any thoughts around M&A going forward?

Just wondering how the data center side would play out to the end of the year. As you look at the second half, especially

Any thoughts on how you would look at CapEx through that time frame, 25-26? Are you looking at rationalizing that given the footprint

your Foundry is growing almost 100% plus. Year on year. Just wondering as you look at 2627 with some of leading edge found this accelerating, how you see that road map?

As you look at the strength that you mentioned into next year, is that being driven by memory or foundry, logic, logic foundry as well?

I think you have ITC, the investment tax rate going to 35%. Do you see that driving a tailwind to WFE as you look at next year?

Just a quick question on the NAND side. Sorry, if I -- somebody asked this question already, I joined late

Just wondering how the qualification is progressing and if you continue to see that similar power performance leadership