Mehdi Hosseini

how should I think about the migration to the v9 higher royalty? Is going to help offset lower smartphone units

can you remind us what are the key milestones as we go from R&D NXE:5000 to production, which is NXE:5200?

it seems like advanced logic would be the first adopter and then there's a debate as to what happens to foundry versus DRAM as the second type of adopter for these High NA technology?

can you give me an update where we are with the throughput for NXE:3800E? Where is it today?

does that mean that the backlog would be kind of in the 18 month range or are we going to go back to like 22, 23 when backlog was extended due to supply constraints?

Should we assume that you would be able to make the entire solar module, including poly and the module itself at an affordable way

should we expect that by '26, '27, the incremental revenue opportunities would be in the high single billion on a quarterly

can you elaborate how the mix is today, the mix of revenue between polysilicon wafer and module?

what you hear from your panel customers regarding end market demand

why not step up and be more aggressive with buyback? What is holding you back?

And that increased concentration would, in my opinion, give your customers some leeway. They don't have to rush to secure capacity

Is there any way we could think about WFE in terms of strategic investment versus technology upgrade, which could also be a strategic versus maintenance?