Krish Sankar

do you think this is a chance for you to increase your share both in iPhone and Mac at the expense of competition

does the Apple Foundation model evolve to a different layer in the AI software stack? How to think about it as you partner with third-party frontier models

Is there a way to quantify how much this is you left on the table because of those constraints

do you think that could change the consumer behavior on mobile app ecosystems or are you seeing any of that

do you think there was any pull-in of iPhones in the June quarter that led to some of the upside? And how to think about channel inventory in June quarter

Do you think -- do you see a scenario where the LLMs become a core part of your iOS or is the SLM the way to go

How much is CapEx versus R&D? How much is going into like the Texas server? How much is going into maybe TSMC Arizona

are the current smartphone specs or improved hardware and silicon specs good enough to meet future Edge LLM for inference? Or do you think you need somewhat of a whole new different kind of device

Just wondering how much of that was driven by some of the Mac silicon innovation versus a replacement cycle for Macs

how much more levels do you have on the product side to improve the gross margin? Or do you think with some of the more new AI-related devices, there's more upside

Is it fair to assume '28 could be another growth year for WFE after impressive '26 and '27

do you expect 1 delta to be a big node and if so, could that slow down the depth and etch intensity in DRAM

Is there a way to quantify or look at advanced packaging this year versus last year? How it looks?

how has the view evolved over the last 3 months? Since 3 months ago, the consensus view was that China would be down in 2026

How much is the licensing amount you backed out of that? And if that comes through, how to think about the revenue upside

how to think about your leadership product momentum over the next one year to three years, some of these shifts in competition

Can you talk a little bit about your IP market share and if you still feel confident in the 50% share gain

once you get past gate-all-around, go to backside power delivery or even 6F-squared DRAM, does that intensity come down

what is your assumption on when we get to 1:1? And do you expect the CPU to GPU ratio to cross 1:1?

how to think about Arm Holdings plc American Depositary Shares' IP penetration rates or percentage rate in AI data center semis today, and where do you think that evolves over the next three to fiv...

how do you see chip demand and token generation playing out and its implication for Arm

just wanted to follow-up on the ACV. You mentioned the growth decel

what kind of bookings run rate should we assume you need to get in Q3 to get some conviction on calendar '26 as a growth year or not?

can you tell us a little bit of how much of the EUR 2.3 billion in EUV, how was it split between Logic and DRAM for EUV bookings?

is China is still going to be around 25%, mid-20 percentage of sales this year. And any color on the composition of the backlog?

What kind of bookings run rate should we expect in the current and the next quarter to see the growth? And if calendar '25 ends up in the upper end of the range, would calendar '26 still be a growt...

the decline in China sales from 47% in September to 27% in December, is that all a function of digestion by Chinese customers?

is there a way to think about what is the mix of x86 versus Arm? And does it matter to you

is there a way to break down your AI server orders between enterprise, neo clouds, and sovereign?

Can you talk a little bit about the AI server mix? How much is liquid cooled versus air cooled? How much is ARM-based CPU architecture?

do you think some of these private storage companies which have higher nodes are kinda eating share from the legacy storage companies?

Is there a way to look at it and say how much was the attach rate you saw for your storage or services business

I want to find out if you can quantify, what is the memory cost impact in Jan quarter? What is baked in terms of the memory cost increase in April and fiscal year

is there a way to quantify it? Is it low teens, high teens, down 20%? And any specific segment which will decline more than the others

what exactly is the definition of AI PC? Does it have a higher silicon content like NPU, CPU memory

if you look at most forecasts, memory, DRAM and NAND, which is a big part of your commodity cost is expected to decline in calendar Q1

Would you consider introducing new tools for back-end packaging? Or are you going to use the front-end tool?

A, is that true, still the case? And number 2 is, I think if I remember right, the advanced packaging share is about 50%

can you meet non-U.S. demand from your non-U.S. manufacturing facilities and U.S. demand from the U.S.?

Do you think the Process Control being an early cyclical, some of the early purchases for Arizona are done?

when you look at your numbers compared to some of your peers over the last two quarters your China sales have been more resilient compared to your peers?

how to think about your decline in China sales year-over-year on top of export controls in '25 versus '24?

as your customers ramp up more onshore manufacturing, would it lead to you increasing shipments from your US specialties in California and Oregon rather than Malaysia

should we assume that there might be a quarter or two where your NAND orders or shipments drop off?

If I heard you right, you said the multinationals grew relatively more in June versus March. If true, do you think was it because of potential for restrictions

Doug, can you meet all of your non-US customer demand from your non-US manufacturing sites like Malaysia and Taiwan?

on China, what is kind of your visibility in terms of lead times? And also, can you help us quantify the impact

How different is it from an LTA

how to think about the sustainability of gross margins, especially as you bring more HBM4 into the mix

how to think about gross margins beyond the February, like into May

how to think about Micron Technology, Inc.'s HBM market share in that realm

I told them, Sanjay, you mentioned about getting sold out in HPM

You also said that you have the offering of both your in-house base dial

when you look into HBM4, given the double I/O count through silicon via, what kind of trade ratio

are you sole source in that win? How to think about the opportunity?

Has that changed now with the memory dynamics, i.e., commodity costs going up, you're raising prices, has that really changed the visibility time line?

where do you think we are in enterprise AI storage adoption cycle. It looks like last year, they were still going through pilot and data preparedness.

What is the average size of these deals? And also, where are we in the pilot to production journey for enterprises of AI?

Can you just quantify how much did that grow last quarter, that services business?

can you give a sense of some of the architecture these customers are following? Are they buying more storage or more capacity?

What is the implied product gross margin in it? And, also, what is your public sector exposure?

Curious how to think about the other one-third dynamic on the hard drive side. Are you seeing weakening demand, or do you think that sector is in or that segment is in a secular decline?

where are we in the AI in the enterprise cycle? And along the same path, the focus on enhancements to storage grid

Of the 126 exabyte nearline you shipped in December, how much went to surveillance?

is it fair to assume, as the nearline grows, the gross margin should improve quarter-over-quarter through the rest of calendar 2025

your data center revenues is still under $100 million and your auto revenues are probably like $250 million a year

what is your total China revenues roughly this year?

how solid is the visibility of your largest customer versus Android compared to, let's say, 3 months ago?

in terms of the auto business, can you say how big the auto business is today? Is it mid-single- digit percentage, 10 percentage?

how do you think about OpEx into next year like -- or I should say, OpEx this year relative to pursuing opportunities in 2026?

historically how long has the growth inflection lasted for a Wi-Fi upgrade cycle and how to think about how this profile would be versus prior cycles?

when you look at the December quarter compared to history, how was the demand linearity trending? And what is that implies on March quarter's seasonality?

What is the realistic market share expectation for this year? And how high can that go over the next 3 years or so?

Is it because of conservatism? I'm just curious because given that mobile is less, I would expect no seasonality anymore

for hard disk drives, just some of the strength that you mentioned there from the cloud demand, I was just curious like for System Test, like are you expecting strong double-digit growth in that se...

how much more expansion do you see in terms of the customer base from the larger CSPs and similarly for Tier 2 CSPs

having the networking business help with the GPU side? Or was it more of a direct comparison and value proposition

is there a way to size it in terms of the number of units you'll be shipping either in 2026 or longer term?

just a follow-up on the HPM wafer start win. Is this an existing HBM customer? Is it a new one?

What are the dynamics you're seeing? It seems like you're really seeing pushouts, no pull-ins

where do you think it could end up being this year in the context of your $4.9 billion SOC TAM?

it looks like your revenues in '25 are going to grow about 15% from 2024 levels. A, is that right?