Dave Duley

Could you talk about which segments they might be in or how large they might be?

I think you kind of mentioned when you look at all the pieces for 2026, the overall TAM growth, I guess, is going to be around 30%

I'm assuming that you have not won any business on stand-alone GPUs yet, and that is not included in any of the guidance statements

do you think you could update us on the size of the SoC TAM and then perhaps some of the major pieces like the high-performance computing piece?

when can we expect a kind of a combo product that can do electrical and optical test?

help us understand the number of insertion points for HBM currently and how you play in that space

help us understand the timing of when you expect to start to see revenue from that product and how big a market