Chris Rolland

One is optical connectivity, and then the other is AI power. If you have any developments in those products or markets, would love to know those

Are there any new other new products to call out? New customers? New end markets, any of these kind of free options

do you view any competition on the ASIC side, particularly from US or Asian vendors, or do you think the is decreasing? And on the networking side, do you think UA link or PCIe even has a chance of...

do you think that this acceleration is because of a marked improvement in ASICs or XPUs closing the gap on the software side at your customers?

I'd love to know just because you have kind of the complete connectivity portfolio, how you see new greenfield scale-up opportunities playing out here between you know, could be optical or copper o...

could you talk about that Vietnam facility and your plans for silicon carbide as well moving forward?

Do you have the capacity to serve American customers via Malaysia or how is China involved in that?

Do you think that impacts connectivity at all, the outlook for it? And then perhaps there are pushouts of key AI products?

do you think there is sizable room here to expand margins on the transceiver side, which is a big chunk of your data comp business

Are you guys going to be commercially shipping your own EMLs into either 800 and 1.6 next year?

there were some Chinese competitors showing off some OCS boxes. I was wondering if you could speak to competition there

Are there any other adjacencies or components that you may be able to absorb or organically create

are you going to strategically use your -- what seems like market-limited EML supply to drive new customers and new qualifications on the transceiver side

typical seasonality for December and March? I know it changed since the addition of Atmel

if you guys had an dates on the percentage or the dollars contributed from AI

AI as a percentage of revenue and you had a bunch of new looks like AI product announcements

How do you see market share dynamics in Microchip, the actual MCU market playing out? Do you see China taking share

is there a home run product amongst this group? Is this outgrowing, I would assume, the rest of your other end markets

CapEx, it seems like you guys paused your silicon. I was wondering longer term, how should we be thinking about CapEx

Perhaps if you could describe what it looks like, what it looks like for Marvell? But also in your prepared remarks, you talked about integrating Celestial

might you be moving to systems and then perhaps even rack-level solutions as well? And do you have the capabilities to do that

where do you think your biggest opportunities are? And when might we see some of these wins

Is this like a vertical power delivery or VRMs or VCORE solutions? Or is it something else?

it looked like EU and Japan bounced back a little bit here. Maybe you could just talk about what you are seeing geographically

if you could give us an update, particularly geographically, you know, how that business is progressing

does this compel potentially an acquisition on your part? Or push you even more towards doing a deal

perhaps you can talk about some of the moving parts like geographically or even across industries. And lastly, do you have the ability to convert to 300-millimeter wafers?

could you do things like solid-state transformers? It sounds like you're in the PSU 48-volt bus converters. I guess the last one would be hot swaps as well.

How do you serve China without these reciprocal tariffs? And do you increase a fabless relationship in country?

is there a change in strategy here? Or is it just a reflection of the softer outlook?

Could this have been related to your emphasis on LTSAs? And with auto down, I imagine everyone's complying with LTSAs

How would you classify image sensors overall?

if you guys could address maybe competition, whether you guys are seeing either more or less pressure, particularly at the high end

do you think there’s still that link more AI, more NPU, more ASP? Or is this an upgrade cycle that’s really taken place

talk about how you got that win, how this product is differentiated in terms of getting the pricing that you want

maybe if you could elaborate there and also how it might play into pricing

are there any gross margin puts and takes we should consider just given the memory dynamics

I believe last call, you provided a color. It was a little less than $100 million. So any update to that revenue

are there still opportunities even when this is pending to do either mergers and divestitures

Does the kind of forward outlook, has it changed at all? Are you perhaps a little bit more optimistic on addressing Android in the future?

have you kind of solidified your view on the importance of diversification beyond handset?

are there any economics attached with closing the Woburn facility or consolidating that?

Could that be an adjacency for you, whether it's cellular or unlicensed?