Bhavesh Lodaya

If you could talk a bit more about around the scope and longevity of these agreements

There are reports of multiple Chinese players trying to scale up their memory production

could you touch on how you see -- just because it's your first year, could you touch on how your quarterly cadence for the year

can you provide some thoughts on what you're building into that, maybe perhaps on MSI, PCBs or any of the key metrics

as a stand-alone company, I presume it's now easier for you to review your business mix and operations here

Can you touch on how advanced packaging and thermal solutions is growing within that