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The last time ADI revenues were above that long-term 5% to 7% trend line was back in the late '90s, early 2000.
is 15% -- is that still the right way to think about WFE intensity in your view?
does that necessarily put you in a position to, as you said, capture more value
How much is FX expected to impact EPS for next quarter?
Does your share asymptote somewhere below 100% at some point in time?
there's no real impact on the cost side and any impact on the revenue side would be indirect
Jason, the CSS license activity, is that mostly data center or is it balanced between data center and handsets?
what's the argument for, why not shift your process or resources to focus more on connectivity
you seem to express confidence in the visibility as you go through this year. And I wonder if you can help us understand
How many companies can do what you guys do on the custom side?
hyperscalers were over 50% of revenues, but growth was led by the rest of your data center customers
hyperscalers are the biggest purchasers of your solutions
what would you expect on a restocking cycle? Are you of the view that something has foundationally changed
How should we think about like revenues associated with any of these milestones
talk through kind of the appetite for on-prem systems for kind of governments and kind of academic research versus commercial
how it is playing into that sales pipeline increase that you are talking to.