Quinn Bolton

Can you give us some sense what total charges for underutilization and write-offs you're assuming in that 55% to 57% range

How much of that is sort of substrate or packaging related versus wafer related

Any tightness on either OSAT substrates, especially as you think about the PCI and the memory

are you assuming some level of restocking, or do you think that restocking happens later in the calendar year?

Is that where you could see the incremental margin that you talked about being 85% in the June quarter? Is that where it could start to tick even higher

do you think the comms segment could actually grow as fast, if not faster, than enterprise data this year given those trends

you guys have been sampling your products for 800 or plus/minus 400 volts for a few quarters now. Wondering if you could provide any feedback on how that activity is going

Is there a preference for GaN or silicon carbide? Do you think there'll be a mix of compound semiconductor solutions

do you guys think that you're gaining shares if you look into 2026? Broadly in the AI power segment?

do you think they sort of stay in this mid 55%, 55.5% range

have you started to see any change in customer lead times? Are they giving you better forecasts across the enterprise data segment?

Wondering to the extent that those ramp, does that drive growth half over half in the automotive business?

do you tend to see sole source sockets for a given generation of an ASIC

Is that just sort of mix shift within the product groups? Are you starting to see either tariff costs and/or pricing pressure?

Wondering if you might be able to sort of tighten up that range on enterprise data

what sort of revenue pattern would you expect, you know, through 2025? Is the first half, you know, slower, the second half materially stronger?

do you see, you know, as you mix the customer, you ramp some of the new hyperscaler designs, do you think the blended ASP trends in that business

A few of your peers have started to note that I believe 3 hyperscalers are beginning to ramp LPO modules

can you give us a sense when Marvell may have its first products ramping to revenue? Is that a calendar '26 event

is NVIDIA sort of open up their NDLink and you design your SerDes to be compatible with that and you offer that out as an IP block

whether these ASIC programs could potentially be dual-sourced. I think towards the end of your answer, you said that there could be multiple paths

Can you give us any sense on, are you looking to reduce a week or two weeks in -- through the spring?

I think you said that NAND would account for most of the sequential decline. I mean if that's right, it could be down 30% plus

How much of that is just broad-based industrial end market recovery versus your company-specific growth drivers?

how quickly do you get that benefit? Does it -- can you see it all in 1 year? Or does it take several years

how should we think about the biggest incremental content opportunities for ON Semiconductor Corporation? Is the larger dollar opportunity still outside and at the rack, or is the VCORE point-of-lo...

how much of the improvement are you seeing is true unit demand normalization versus content growth from things like image sensors and zonal architectures?

do most of those target sort of mid or low voltage applications in the data center? Does it target, you know, products across all three of the target end markets?

is the first quarter really the benefit you saw in that utilization in Q3? Or is it more product mix and other factors?

Can you just address how do you feel the vertical GaN technology compares with lateral GaN on reliability?

if you could give us a little bit more detail on the Vcore Power, exactly what comes into the business with that acquisition.

is that sort of about a year-long qualification timing? Do you think you could ramp faster?

Post the fab capacity actions you've taken, are there new metrics you can give us sort of just to help level set as demand recovers

have you guys started to get orders for those systems for delivery in the second half

Do you guys have a forecast from NVIDIA? You know when you think you're going to start to see you know supply the GPU

can you spend a second on whether you think a shift towards inferencing is positive for the business

you're building backlog for either the NVL rack or the Blackwell B200 systems? So you see a nice building backlog for those systems