Chris Caso

is there any revenue associated with that acquisition right now? And I'm sure you're acquiring for the IP and the engineering team

perhaps you could speak more broadly on what you're seeing with pricing where you'd expect your blended pricing to be for the year?

Could you give us some sense of what the totality of the China business looked like? And, again, in that case, even outside of auto, is there any fear of, you know, any pull forwards

do you think this has normalized such that whatever happens going into the second half is really a reflection of true demand?

how significant was the multinationals in China? That sound like it was a source of strength last quarter

kind of where you are feeling better about growth for next year. What are the things that we should be looking for

where your level of confidence is in your customer forecast right now

What and when do you expect to see some of those benefits coming into the order book for memory?

because of the upside you're seeing to China this year, does that have any effect on your expectations for China going into next year?

What sort of direct tariff impact are you expecting in the gross margins? And what goes into the thinking with regard to the gross margin for the full year?

if we need to diversify the geographic location of fabs going forward, if we're going to produce more in the U.S., if produce more in China, then that's ultimately good for WFE spending

At this point would you expect 2026 to be a growth year and what are the variables that you're thinking about with regard to 2026?

what are the sort of plausible things that we should be watching for and concerned about that would justify the back the lower end of guidance?

you indicated you're kind of sticking with a view of 62% for the year. Can you talk about the pluses and minus on that?

are we sort of towards the upper limits of what can be supplied in '26

what do you how do you think it shapes up for this year and then particularly in the second half of the year

how does that affect the service growth for both '26 and as you kind of start into '27?

Could you give a little more detail about what you're seeing first half versus second half?

anything we should think about with respect to gross margins as we start modeling through '26?

From a quarterly basis, is there any sort of incremental headwind or benefit as we go into the second half?

at what point with regard to some of the operating leverage that you typically get with the fall through, what's kind of the starting point from that

Is that the right way to look at it? And if so, what would be the fall-through level

does that mean that you're gonna be pausing buybacks even as cash flow improves and prioritize the reduction of debt

maybe you could characterize what you're seeing now versus what you saw 90 days ago

Could you give us an update on what you expect from both the inventory reserve charges and underutilization charges

getting a sense of how far below end demand you think you're really shipping now

Do you think that you're undershipping the direct customers by more or lesser -- more or less than the distribution customers

customers and distributors taking inventory down and we're now shipping in line with end demand?

what you are planning on doing with pricing as we go into the second half of the year?

if you could discuss some of the charges that are acting as headwinds to gross margin now, some of the underutilization charges and the reserve charges

what sort of macro impact that the tariff environment such will have as we go into the rest of the year

you mentioned in the prepared remarks about some borrowing that you were contemplating around the dividend

what you've been seeing by geography and looks like there's some sharp differences there with particularly what you're seeing in Europe

if you could talk about the growth on Merchant Solutions versus ASIC solutions this year? And what you're expecting with regard to content

you talked about that being flattish in the first half with some growth in the second half. Obviously, auto has been a little more variable in terms of its recovery

could you give some color on what you're seeing with respect to the different segments?

You had made some comments on enterprise data for 2026 on the last earnings call

is it fairly broad-based? Is it skewed towards some of the ASIC solutions more towards vertical power

What are sort of the puts and takes as you look into next year?

in general, as compared to 90 days ago, is there anything that's changed in your view of the overall markets

Any more visibility with regard to the full year guidance for that? Any more narrowing of that range?

Could you detail how significant that is for the enterprise data segment this year?

I guess maybe a little more detail of why you feel a little more comfortable now as compared to where you were at the beginning of the year

that's the entirety of the enterprise data segment, not just that associated with AI

is, you know, excluding the enterprise data's business, do you see revenue, you know, kind of on a fairly stable, upslope trajectory

how you are addressing capacity constraints right now. You spoke about some of the prepayments

can you talk about the breadth of that? And obviously, I'm sure you're not willing to name the customers right now

could you give us some puts and takes on, you know, what your expectations may be? You expect the custom business to continue to grow

help to level set us on the expectation for gross margins as we go into next year as that custom business ramps

there may have been some tariff-related pull-ins by certain customers

if you could tell us about what the exposure is, particularly on DRAM side, LP4 and DDR4

is it a function of the customer inventories turned out to be a bit more than we had expected or do you think it was a function of demand?

How much of that is DRAM versus NAND? And with the mid-teens growth that you now have for DRAM for the year, how back end loaded is that

if you could talk to us about what you're seeing with regard to foundry wafer pricing now? And how that gets affected as you -- as VSMC starts to ramp next year?

Obviously, '27 is far away. I'm not sure what we should read into that. Is there any particular visibility that you have?

what does that mean for OpEx and operating leverage as you go forward through the year

Where do those inventory levels stand now? And you quantified a bit on what the impact would be as the distribution channel -- increased inventory

Could you give us a little more detail on what the intention is going forward and what we should expect now that you're resuming the buybacks

how much of your China revenue do you expect to be able to supply domestically and under which time

you made a comment that you would get to your 30 -- I'm sorry, your 23% expenses, as a percentage revenue target in the second half of the year

Could you talk about your view of the sustainability of what's happening in China now and the steps you're taking to make sure that the customers aren't building inventory

Should we expect that a large part of that goes away over the next few quarters

so you can perhaps level set us as to what you consider to be normal seasonality for the June.

what about the GaN switches? What's the manufacturing strategy there?

to clarify what you mentioned in terms of the hyperscale engagement for the December quarter

What's the right way to think about the QTL business as we go forward into the second half of the year

Should we interpret that as sort of a first approach by Qualcomm with more to come? Or is this rather a different sort of philosophy for attacking the market?

To what extent has the growth that you've seen in handsets been driven by Snapdragon ASPs?

What about from a spending side? And moving into a new line of business, what's going to be the impact on spending

My understanding is last year, the Chinese OEMs started pulling forward the launch a little bit of some of the flagship devices

What does that mean for the growth of the PC business within IoT this year? And as you attack some of those lower price points, are the margins on those products similar

Could you break out the relative strength of I guess the two buckets that would drive that the China business and then your other large customer?

Given the share gain at Samsung, does that affect the seasonality for June at all, and how should we be thinking that in general?

should we expect ASP to be a tailwind for you? And then how are your OEM customers dealing with that?

would you expect that this represents share gain for Skyworks? Is it something that's a follow-on of the existing platform you have?

What do we see as the gross margin trajectory in the back half of the year

how should we think about December quarter seasonality, both given some of the content changes at your largest customer, typical seasonal effects and then the impact of the extra -- the absence of ...

is there anything that you consider that's changed over the last 90 days or with respect to what you expect on content, what you expect on unit sales?

Perhaps some initial thoughts about strategy, about sort of where you're looking to take the company, just kind of an assessment

do we think that customer inventories have now normalized and therefore, we're getting on a more normal growth path here?

is TI simply following the market right now on what's happened with your comments of potentially some better pricing in the second half?

What are your plans for fab loadings? And what do you expect to do with inventory as we go through the year?

Are there any plans in place now to increase those loadings? And, you know, what would you need to see in order to take those steps

if we look at the different regions, how does that stack up against what you would expect for normal seasonality each one of those regions in the first quarter

the words you said were that the recovery was continuing at a at a slower pace, Can you talk about, you know, what what what's changed in your mind

if you could take us through your thought process with regard to the in in in wafer starts and utilization

any changes you're making to fab loading and basically where you want your internal inventories to sit as you exit the year

what's their tone right now, given all the macro uncertainty, what are they doing with inventory levels and preparing now

we're seeing a sharp divergence there between those two businesses, particularly on the margin side. Can you give some explanation

some update on what's going on in China right now? You had spoken about, I guess, the auto business again is stronger there