Chris Caso

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?

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

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?

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?

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 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?

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

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

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

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

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?

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

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

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?

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

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?

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

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

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

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

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