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now you are seeing AI finally hit the enterprises, and you are seeing cloud take off with the programming
How much of that is content shifts that we’ve been playing with in the past?
why should we expect that in the next year or so the content wind is going to be at your back
that's why the guidance is $4 billion over 2030 because there's not going to be many other choices once this gets done? Or even if the merger didn't go through, you'd still think you'd have $1 bill...
is there any reason why you would change that strategy of maybe reentering maybe high end in China or trying to compete for the Galaxy more aggressively
I'm a little confused. You mentioned that you defended your stock stock. You've got some good content gains, but you think they may offset by mix
do you have a socket in Japan? I know you're underutilized in a couple of your factories
how much of the strength that you're seeing there is due to, say, mix versus units?
Are we still kind of in that range, too? Or should we be thinking about maybe gains in modules that you had shared previously
Your accounts receivables shot up. It's the second highest going back for, I don't know, at least 5 or 6 years
if the trends that they've talked about, other companies like Qualcomm have talked about and other folks have hinted at, if they actually play out as expected with the mix starts favoring an intern...
is it a rational assumption to assume that if that volume picks up on that phone, the mix starts favoring you and it's large enough to start splitting you to get a bigger chunk of that?
Do you feel like this year is probably your low point in content at your largest customer, given all the other trends?
When are we likely to see the first results of that? Is it something we're going to see in a quarter or 2?
is it fair to assume that you think your content will bottom end of this year and then maybe make a slow recovery?
between the lower utilization and some of the advances you made in filters reducing the die size, is it fair to assume
So actually, you are competitive for that socket, and now it's going into be horse trading from here on now, right? You didn't lose the whole thing?
I'd like to get a feel for if you think it is a target you can hit given how -- which that part is in BAW filters
what's the prospect for that in the next, let's say year or so in terms of it becoming a larger customer for you
What's your view of - let me put it this way, the long term say 2025 to 2026 in terms of your ability to getting back content