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how are you leveraging your software, DSP and systems capabilities to gain further traction in this very fast-growing end market?
Does the team anticipate continued strong double-digit growth in fiscal '26? And maybe help us understand like what are some of the ADI-specific product cycles
Looks like you guys had anticipated last earnings call gross margins for Q3 to be closer to 70%, but at actually, you know, actuals were actually closer to 69%
Did you guys see further sequential growth in industrial automation in April? And then coincidentally, trade and tariff historically has driven weakness in automation
Is the Applied team seeing this? And is this an incremental driver of growth, more tool sales to alleviate bottlenecks
how much of this is just more attach of some of the higher value-added services like your AIx software suite
do you see AGS growing faster than that 10% to 12% sort of historical CAGR this calendar year?
where are you seeing the strongest pull for your PDC solutions
Can the team just throw us up like what type of growth are you expecting this fiscal year in advanced packaging
Is that still the team's view? And then kind of tied to that, right, advanced technology drives more penetration of your integrated system solutions
how big the upcoming two-nanometer node transition and more importantly, volume production potential could be relative to three nanometer
Do your customers also get the additional benefit in terms of better operational and manufacturability dynamics
operating margins are still about a 100 basis points below the 31% level
seven consecutive quarters of strong year-over-year growth in your EPYC Enterprise and on-prem traction
what is the AMD team doing to potentially address the ease of these deployments with the MI400?
For the fourth quarter, did your overall server CPU business grow double digits sequentially.
What's the feedback been like on your AI networking architectures? And any networking-related innovations
can you just give us a rough sense on the OpEx attributed to supporting your chip business this year and next year?
what percentage of the royalty mix is CSS today, and what proportion of the royalty revenue could it become over the next two to three years
last fiscal year, cloud and networking accounted for about 10% of royalty revenues
You guys are building an ecosystem around your CSA, or this chiplet system architecture?
given your visibility into next year, do you see these COT science projects taking any meaningful TPU, XPU share from Broadcom?
does the team have three nanometer, two nanometer wafer supply, COA substrate, HBM supply commitments to support all of the demand in your order book
how should we think about the magnitude of the cyclical upturn? And given your thirty to forty week lead times, are you seeing continued order improvements in the non AI segment
do you see the Broadcom team sustaining the 60% year-over-year growth rate exiting this year. And I assume that, that potentially implies that you see your AI business sustaining the 60% year-over-...
Has the profile changed? Either favorably less favorably versus what you thought, maybe ninety days ago because quite frankly, I mean, a lot has happened since last earnings
our latest roll up is that the top four cloud and hyperscalers are going to grow their CapEx, 35%, 40% in fiscal '25
the average quarterly revenue run rate in the second half is actually slightly below the 2Q level
On the third-generation upgrade cycle on your emulation and prototyping platforms, you're about 5 quarters into the upgrade cycle, drove record revenues in Q3
in some cases, your customers are integrating up to like 10 chips in a single package, right? This is a very complex undertaking
tariff, trade, regulatory dynamics are, I think driving more focus on domestic China chip design programs, especially in AI
your three year revenue CAGR is going to drop below 15%, to be more specific, more like 13.5% for the first time in a number of years
have customers commence test chip designs or are they maybe even further along than that and customers are already running their own 14A test chips now?
is the team still supporting Clearwater Forest? Or just focusing now on Diamond Rapids? And has the team taped out or taped in your next-gen Xeon 7 Diamond Rapids products
On the incremental upside this year, is it being driven by new brick-and-mortar sort of greenfield programs being pulled forward
How should we think about the services growth profile this year?
I'm wondering if this is also driving incremental demand for your process control solution?
How are you guys thinking about the growth in inspection and patterning relative to WFE view of sort of low teens growth this year?
has the magnitude on the WFE growth outlook improved? Or is it more just confidence level on the growth that you were thinking about 90 days ago?
Wondering if these additional dynamics are driving the potential for incremental process control spend as you look into next year?
the drivers of the massive strength in the inspection, is it broad-based? Is it across optical, darkfield, bare wafer, e-beam?
where are you guys seeing the incremental upside?
Maybe just take us through some of the puts and takes around tariffs and trade and your ability to modulate your global manufacturing operations
what's driving the incremental opportunity in e-beam? And how is the KLA's e-beam platform sort of differentiated?
your process control business should grow kind of low to mid-teens percent in calendar '25?
can you just kind of help us unpack that a bit? How much of that mixes 2.5D packaging technology
how should we think about the OpEx growth through the remainder of this year
how are you guys monetizing this? I assume it's maybe primarily services and upgrades
Is the stronger velocity of demand having a similar impact to your manufacturing capability and ability to procure the necessary components and subsystems and any bottlenecks that you have in your ...
do you think that overall, growth in calendar '26 WFE might be limited by availability of clean room space not only in NAND but across DRAM
Is the team still embedding about a $700 million negative impact from China in the second half of this year due to the restrictions
does the Lam team have enough manufacturing capability in the US to service your leading-edge customers that are gonna be aggressively building out plants here in the US?
On advanced packaging and high bandwidth memory, I know you guys started last year with a view that
is it fair to assume that your turns business as a percent of total revenues came in well above historical trends
you guys, I think, have a very strong firmware stack. Right now, ASN or SSD demand is very strong
you guys were targeting about $115 million in cost savings annually at that -- at the current quarterly revenue run rate
data center and compute was 19% of your total revenues in fiscal '25. What's the rough mix of data center versus client or PC compute
Did that turns percentage grow in the June quarter? And what are you guys seeing thus far here in the September quarter
Asia was up about 14% sequentially versus Europe and North America at about 8%
Is the team seeing some of this memory pricing dynamic reflected across your customer base?
how is the team doing on expanding their leadership in mid-range to broader market applications?
what was the performance megatrend revenues versus your total sales in fiscal 2025? And what was the percentage mix
are you starting to see any signs of a pullback or perturbations in order activity from your small, medium sized China manufacturing
can you guys quantify how successful TSS has been? How has the Microchip dollar content per customer opportunity increased
Is the Marvell team leveraging this differentiation? Are you seeing more interest in SRAM based XPU offload ASICs
Within our better outlook for custom this year, and with you already starting to ramp your lead customers next-gen XPU program, do you still anticipate a stronger second half step-up
Can you just give us an update on your sub 3 nanometer design win pipeline does include both XPU, XPU attach programs
what's the update with Marvell's 3-nanometer XPU follow-on program with your lead customer
do you anticipate a strong ramp of your 1.6 t solution starting now? More importantly, your five-nanometer solution, I think, is already qualified
is the new follow-on XPU program, a training XPU as well? Is that a calendar '26 ramp
fair to assume that you will be the ASIC vendor supporting your customer on this next-gen 3-nanometer training ASIC
how much of these multiyear SCA agreements is due to the inherent requirements for earlier and longer-term engagement
does this give the team a runway to continue to drive sequential growth in ESSD
is the Micron Technology, Inc. team also entering into long-term supply agreements with your ES SSD customers
there has been a significant upward revision on ASIC XPU volume shipments next year
some of your HPM four customers are looking for as much as 25% more bandwidth
Days of inventory are now at your target levels as you had expected previously
where are you on your negotiations for your calendar '26 HBM supply and pricing discussions
is that still the case that we should see gross margin improvements maybe starting in fiscal Q4
do you guys expect sequential reacceleration in data center SSD in fiscal Q3 and just overall growth in data center SSD business fiscal '25 and calendar '25
blended DRAM pricing up sequentially in Q2?
your networking revenues accelerated on a year-over-year basis every single quarter
How much of this was mass market strength? And then for the mass market, are you targeting Treo for more general-purpose catalog
Is the team executing to this? And with VCORE, there is a sizable market opportunity
Did the acquisition also include the DeWitt Syracuse fab facility? Or was that already a part of ON?
How big is this segment as a percent of your total distribution revenues? And how did this subsegment do in the September quarter
Did that include your turns business? And within your guidance for this quarter, June quarter, are you guys assuming similar, higher, lower turns
your direct business is up 3% versus your disti business down about 34%. Do your direct customers have just have less excess inventories
if I look at your average quarterly expense run rate to the year on the full-year guidance, it's still averaging about $1.43 billion per quarter
Can you just help us understand what you're embedding for growth in EVH and IP
your total expense guidance for Q4 is coming in about $15 million higher, about three and a half percent higher
I assume that the Q3 foundry revenue weakness in IP was due to your largest customer as they pivot from their prior focus on 18A to now 14A
the Department of Commerce BIS Bureau put out an update on U.S. semiconductor and value chain rules and restrictions. There were some updates on the rules on EDA software
You guys have previously mentioned the team is ahead on the Sherman fab build-out, and on track to complete the build-out of fab two this year
Are you still seeing that hesitancy, that sort of wait-and-see posture by customers? Or is the order activity there starting to now pick up
Did the team see terms business grow sequentially in Q2, both in dollars and percent of revenues? And was it broad-based across both your industrial and auto businesses
the largest subsegment industrial automation, which is tied to manufacturing activity is pretty sensitive to trade and tariffs. So just wondering if this segment is relatively weaker
Has this level activity remained at kind of normalized levels? And then, maybe on another metric we look at is turns orders
have you mapped out that $1.6 billion in CHIPS Act grants over 2025, 2026? And maybe have an updated view on the potential better free cash flow per share profile
what is the mix trend on UltraSMR into 2026? And is this mix shift towards UltraSMR a rather important part of the driver of the stronger incremental gross margin
Does the forward exabyte demand profile really suggest the normalization back to a 23% demand CAGR as you talked about
where do you expect that mix to be either second half of this year or exiting this calendar year
does your forward demand profile also suggest a low 20% exabyte growth profile in this calendar year or better