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I was hoping you could quantify your data center exposure across ATE, optical and power. What's that exposure right now?
I think you're guiding Q1 slightly up, which is a little bit above seasonal. So I was hoping you could give us some color by segment where you're seeing the strength
does it mean that as we kind of potentially look out to Q1, is ADI still capable of growing at least seasonal or above seasonal?
how much do you think you are undershipping demand right now? Is it 10%? Is it 20%? And how many quarters until this kind of just undershipment impact normalizes
what is long-term model growth that you expect to return to this year? And then, Vince, my question is for you. You mentioned that the inventory levels have largely normalized
what proportion of WFE do you think right now is being driven by data center and AI?
what is driving the second half acceleration because the conventional thinking is that a lot of this cleanroom for memory is constrained
do you think there is a potential for WFE to grow high single digit, close to double digit next year
if these trends persist, should we be assuming any sequential growth into Q1, right, based on what we know
could you help us size what ICAPS is now as a percentage of sales? Do you think it has bottomed?
do you think, Gary, LIDHO takes more share, or do you think edge or depth take more share
specific to 2026, can your data center revenue grow at your target 60% plus growth rate.
what is your level of visibility in the initial engagement and then more importantly how it kind of broadens out into '27?
Can you continue to grow in the first half of next year from these Q4 levels? Or should we expect some kind of pause or digestion
What kind of sales level is required for it to start becoming additive to margins?
would you consider this incremental to the kind of growth rate that you're seeing with your current MI business
did your GPU sales grow sequentially in Q1? How much was MI308 in that number?
How much of that roughly is China because that now seems to be somewhat restricted for US companies
do you think that should make us more confident or more conservative about the semiconductor opportunity going forward?
This year, you have not set a specific forecast, and I'm curious what has changed.
I was hoping you could quantify the exact amount of data center revenue
how much was the SoftBank contribution in Q2 versus what you thought?
which end market drove a little bit of that delta versus your expectation?
when we look at Q4, it was modestly below expectation. I'm curious what caused that?
it has stalled at 25%. So, I was hoping you could explain what's happening versus the assumption you had
how do you get the visibility and the confidence about how your share will progress at these multiple customers? Because it's a very kind of fragmented engagement
there is sort of this emerging debate about customer-owned tooling. You know, your async customers potentially wanting to do more things on their own. How do you see your XPU content and share at y...
if you could help us quantify what is the new fiscal twenty six AI guidance. Because I think the last call you mentioned '26 could grow at the 60% growth rate
if your networking upsided in Q2 and overall AI was in line, it means XPU was perhaps not as strong. So I realize it's lumpy, but anything more to read into that
what happens to your opportunity and share if the mix moves more towards inference, does it, you know, does it create a bigger TAM you than the $60 to $90 billion?
when do you think Intel should start getting any credit for external foundry efforts because you mentioned that you might hear of awards in the second half of this year
what do you think is the server CPU TAM in 2026? How much of that is x86? How much of that is ARM?
is there a simple formula to look at gross margin versus the 36% level that you're at right now?
I thought that rising cores would mean greater ASP. So just if you could address that
how much time realistically should investors be prepared for in terms of Intel's turnaround? Is it one year, two years?
do you need to rethink whether this IDM structure, regardless of the way, financials are broken out, does it make sense?
Is this always going to keep on increasing, right? Like what is the right way for us to model it
do you think these share gains are because of better design or access to better manufacturing
why such a big disconnect between your view of WFE growth versus what your peers suggested yesterday?
what's your assumption of China, WFE kind of absolute percentage growth? How much was China WFE as part of that $120 plus billion
I'm curious what's causing this drop? How much of this is the China restriction? How much of this is the China impact?
if let's say, December quarter sales are flattish, should we assume gross margins stay flattish?
How is that process control intensity evolving as the industry is moving from traditional DDR DRAM to more high-bandwidth memory
what's on your dashboard to gauge whether 2026 WFE could be up, down flat?
China, I think, came in at about 26% in March. I think you had estimated closer to 29%. So does it go up in a kind of flattish top line year?
Do you expect to maintain or gain share this year, Tim? What what are kind of the puts and takes around the different markets? And then specifically, what are you assuming for China contribution ov...
of that $100 billion, how much is semiconductor spend? And what does that imply for WFE intensity in an AI environment?
if all China restrictions are already captured in your March results and June guide, why can't your second half sales be at or above first half levels?
Why will CSBG be flat this year? And then how should we think about OpEx growth in calendar '25?
on HBM share, do you think you can be in the 20–25% range right off the bat
in prior historical peaks where Micron Technology, Inc.'s margins, I think, peaked in the low sixties
at what point does increasing memory price impact
How do you see the transition from HPM three e to four
how do you think about the puts and takes of gross margins as you go through the rest of the year
I wanted to talk about gross margins. So first, what is driving the upside sequentially
how confident are you about your customers' ability to continue to grow their CapEx
what are you making on NVIDIA Corporation content per gigawatt
What needs to happen and what is the sustainable pace of that China business
on the China impact, I think previously it was mentioned
you wouldn't mind confirming if Q1 is the bottom for gross margins
Have you seen it already? Have you heard that as a concern from your, you know, from your customers
how much above seasonal is it? And then what role is the pricing playing in that? Because there is some discussion about price increases from some of your peers
how would you advise us to start thinking about Q4 that should we assume a similar conservative tone
you had suggested that every remaining quarter of '25 will accelerate from the first half up 13%, but your Q3 sales guide is up only 11%
could you help us get a feel for what is going to be better or lower than the 7% or so sequential rate
inventory was up again, and I think on the last call you suggested that factory loading would go down. So it seemed like maybe they did not