Mark Lipacis

does that necessarily put you in a position to, as you said, capture more value

is 15% -- is that still the right way to think about WFE intensity in your view?

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?

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