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I think the prior target had included the 200-millimeter business that's now moved into Systems
I would assume given that the portfolio depth and just the number of new greenfield fab projects expanding into next year
what was the size of the advanced packaging business in fiscal '25? And how did that grow
as non-China ICAPS, have you started to see that business stabilize
if you could talk a little bit more about your expectations for DRAM growth
are you seeing customers look to add capacity for conventional DRAM? I just want to make sure I understand that comment
as we think about, I guess, like the royalty rate growth for 1Q and then just thinking about the full year, is there any help that you can provide
how do we think about the puts and takes of this royalty revenue growth and the risks that are associated with the potential like demand destruction that we're seeing
how you view Arm Holdings plc American Depositary Shares' role and the role of the CPU in AI and cloud data centers and just how does that change as we start to see more proliferation of AI agents
I noticed in the filing you announced your intention to acquire DreamBig Semiconductor
Any help in the context of like what that was last year?
just trying to understand not giving a fiscal '26 guide and just trying to understand the context there
how should we think about the contribution to royalty revenue ramping as we enter fiscal '26
I wanted to ask one on 2026, your commentary. I guess I wanted to try to better understand what has changed over the last 90 days just in your customer conversations.
on the gross margin side, I think if you kind of look at the implied December quarter guide, any sort of help on just like what's kind of driving the -- I think gross margin will take a bit of a st...
how many of the 3600 are still left that you prebuilt, I think, last year in inventory? Is there anything that we should think about like, in terms of the salability of those tools
Is there any interest in altering delivery schedules?
the cost of High NA installs this past quarter was a bit lower than expected. As we look in the second half and you talked about gross margin maybe a little bit higher in the first half.
if customers are able to build capacity for AI, then you think you can hit the high end of your revenue guide? How do we think about that relative to your lead times?
How should we think about EDA's contribution to that or percent of that
On the verification and emulation hardware cycle, any sort of help on just kind of where you think you are at in that cycle?
I was wondering if you could just maybe help us understand like the OpEx dynamics. I think 3Q is a bit better than expected, but 4Q is a bit worse than expected
can you help us understand what would have RPO been had the restrictions not been in place exiting the quarter
You mentioned that you were developing a full stack Agentic AI solution. I was wondering if you could talk about just the areas of the design workflow
was there any change into the RPO balance from the export restrictions? And then two, I guess on that flat kind of expectation for 2025
is that a bigger driver for potential incremental like process control system sales for you? Or is it largely flowing through the service line?
I was wondering if you could maybe talk about your own lead times and just kind of thinking about your own supply chain
it seems like maybe based on the guidance, March is is kind of the bottom and we move higher from here
Any way that you can kind of help us understand just what could growth has potentially kind of been first half or second half if you didn't have those supply constraints?
I was curious just to think about just the advanced packaging process control intensity. I think just based on some of the things you put out there or talked about in the past, it's like high teens...
Can you help us just understand like what's driving that?
Do we just think about that as being maybe the peak to trough is less steep on a new node ramping?
can you just help us like understand kind of what's giving you the confidence there to increase it?
is cleaner in space of potential kind of gating factors as you look into '26?
can you talk about just the difference in HBM process control intensity, relative to conventional DRAM
do we just take that, I guess, quarterly kind of run rate impact all in the March quarter and then grow from there?
I was wondering if you could talk a little bit about just your position for high band with flash
if you could talk a little bit just about where your lead times sit today
Is there any area of your supply chain where you're pushing suppliers maybe that that could be a potential area of shortage?
For the December quarter, the strength that you saw in NAND revenue, I just wanted to clarify, was there anything
being at 3-nanometer, what's your kind of line of sight in terms of wafer availability as you look to ramp that in the second half of next year
is there any specific end markets that you can point to that you're seeing this kind of push, pull more than others
Any sort of color you could provide on just where those areas are that you're increasing capacity?
any sort of help on the growth of just the mega trends in general in fiscal 2026?
I think you talked about $150 of content like for humanoid back at the Analyst Day. Is that the right way to think about it? Or are those expanding opportunities
Wondering if you could just share any of the puts and takes on the guide. It seems like obviously very positive revenue acceleration in kind of not a ton of follow through on gross margin
are you seeing anything related to just kind of, you know, memory prices increasing and just kind of maybe some pressure
how much of that is related to, like, traditional server CPU demand that it seems like it is accelerating
can you talk about what drove that and how you think about the revenue opportunity ramping there
Embedded within the 4Q guide, is there any help you can kind of provide in just thinking about the end markets?
how are you thinking about traditional server CPU demand this year?
just given like the abnormal seasonality, strength that you saw in 1Q, how do we think about that business kind of throughout the rest of this year?
Wondering this, you know, what's driving that? Is that strength from are starting to see pull for AIPCs or is it channel refill?
are you still largely seeing those as being lateral power opportunities or those starting to move to more vertical solutions?
what are the particulars that the customers are excited about
is there any color you can share just geographically on the demand you're seeing in the fourth quarter
your opportunity, you're talking about, you know, what that looks like per rack in 2030, which is a pretty significant increase
Just curious if there's any targets that we should be thinking about for this year.
I was wondering if you could talk about the rate of short lead time orders that you're seeing and how that compares in the third quarter
any sort of color you could provide on your expectations for silicon carbide revenue growth this year?
how you're thinking about the growth opportunity in 2025 with the potential acceleration from the JFETs business.
are there any end markets or geographies in particular that we should think about as being more price-sensitive
How should we think about, like, just the structure of those contracts
of the $35 million increase to the full year guide on the revenue outlook from business performance how much of that was related to EDA versus IP
what's the right level of cash balance that you need, you know, day to day as we think about just the debt pay down and the pace
are we to think about, you know, you looking at different business models in terms of royalty, and things of that nature similar to some of your competitors
How should we think about just the growth trajectory there, the pipeline. And then in the context of I think your inventory increased a decent amount this quarter
For the non-AI customers, have you seen like the rate of change over the past few quarters in terms of design activity
Just any update on just how to think about free cash flow per share for this year. Any change there?
I was curious if you could maybe just help us understand, given the resegmentation of revenue, especially on the industrial side, what is normal seasonality now for the June quarter?