Kelsey Chia

is Cadence able to sort of charge for AgentStack or the increased base licenses as an incremental add-on

Is there any market share gains assumption there, or is it just primarily due to this industry growth?

Could you provide an update with regards to which end markets are currently above or below that corporate average

how do you guys feel today versus a quarter ago. Especially, you guys have come a long way since the start of the year

I was hoping if you could share more, especially with regards to material side of things like gallium nitride, silicon carbide

does it mean that MPS sort of back to the historical kind of diversified growth where there's no one customer that's more than 5%

that would imply sort of like a close to a 20% growth rate perhaps for next year. Is that a right assumption?

could you provide more color on those applications? And also, when can we expect

is there room for gross margin expansion going forward in the second half?

can we use the Rule of 50 to think about the operating margins at a normalized level

Synopsys, Inc. provides several IPs for a large foundry customer, including the in EMID advanced packaging technology

Is that the same reason for the lower growth rate this year as well? And are there any share shift dynamics happening over there