Matt Prisco

how are you seeing the segments tracking into the July quarter today? And maybe how are you thinking about the back half of the calendar year

how should we be thinking about that continued strength versus seasonality? And what gives you confidence there that the tailwind from the closing of the sell-in versus sell-through gap theoretical...

Can you give us an update on how we should be thinking about the inventory reserve and utilization charges rolling off

how should we be thinking about underutilization charges declining from here?

Then you talked about the six new customer wins now for the PCIe Gen 6.

can you share a little more color on the customer ordering patterns that you've seen, what's changed over kind of the past 90 days?

Are you seeing any tightness out there impacting the business as we kind of see those Tier 2 wafer pricing increases

I would love if you can offer some detail on the demand dynamics within your core auto business versus your accelerated growth drivers

can you maybe offer some more color on customer ordering trends over the past few months

is there any update to your messaging around depreciation expectations versus 3 months ago? And then maybe how to think about timing of when CI will remain

you previously talked about spending about $2 billion to $3 billion CapEx in 2026. First, is that still the right number?