Melissa Weathers

when we could see some more material spending on that core ICAPS business going forward

just any last couple statements you can make on what that could do to drive innovation

is there any update to how we should be thinking about days inventory that you guys are comfortable holding on the books

can you remind us how to think about your opportunity in a node upgrade scenario versus greenfield capacity adds?

There's obviously a higher degree of uncertainty around their CapEx outlooks for like the Intels and Samsungs of the world

how do we think about the cyclical piece of DRAM compared to the HBM upside that you're seeing

the advanced packaging business, specifically that I think it took up to 1.1 billion this year. The drivers behind that

I wanted to ask maybe go back to that DPC side and the Orbitech thesis that you guys have laid out years ago. It seems

how are you seeing this play out in the current leading edge nodes and maybe future nodes?

What kind of partnership and visibility are you giving your suppliers to make sure you can bring on capacity

Is there any way you can help us think about your view of WFE in the context of potential slowing AI spending

do you ascribe to the view that this memory cycle is -- I won't say the D-word, but there's a change this time around

So the right interpretation that those applications in the data center have expanded versus what you guys had been thinking?

Now that it seems like we're getting a little bit more momentum on the WFE side, have you seen any acceleration in engagements on those new products

how you guys are thinking about the long-term growth profile of that business given AI

are you capacity constrained anywhere? And like, how are you thinking about your ability to supply

how do we think about your ability to supply at this point? Are there any areas where you may be constrained

the AI PCB design wins that you talked about, it seems like those PCBs need to be upgraded significantly

can you just give a little more color on what you're seeing in mainstream nodes, maybe across, I don't know, end markets

which parts of this ICS business, should we be excited for what kind of content increases should we be expecting

given those utilization levels, can you give us a preliminary, I don't know, sneak peek

can you help us size the content opportunity that you guys are seeing