Quinn Bolton

Is there a way we can think about how that opportunity or how to size that opportunity?

Can you maybe discuss how qualification for your 800 gig AECs are progressing?

is that something you look to develop in-house? Would that be sort of an acquisition that you would look to pursue

which seems like it significantly reduces the latency problems that traditionally Ethernet has had

As that starts to enter production late this year with higher dollar content per accelerator

sort of more inferencing clusters sort of smaller size. Is that a positive or a negative for the connectivity TAMs?

how are you feeling about that down selection process and your level of confidence going into that process.

can you give us some sense how much of that came from the core quantum computing business?

how much revenue are you starting to generate from the non-quantum computing efforts in the business?

can you just sort of address how are you feeling about progressing from Stage A to Stage B in QBI?

Can you guys give some of the puts and takes for the revenue guidance, especially with Q1 guidance in mind?

How should we think about those underutilization charges kind of decreasing over time?

Do you think that's just a function of you're early in the auto cycle coming off a pretty steep bottom?

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

any tightness on either OSAT or substrates, especially as you think about the PCIe and the memory and storage controller business?

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

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

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

Can you just sort of discuss what you are seeing on the competitive landscape Is competition mostly PMICs?

Can you give us some sense what the geographic split of that capacity is? Is it fairly balanced between China?

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

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

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

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?

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

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

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

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

is custom the fastest-growing segment within data center that drives that lower margin?

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

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

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

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

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

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

is it going to be significantly higher than the previous $500 million target you talked about last quarter?

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

what's driving your confidence in being able to secure 2 to 3 system sales a year?

can you give us any sort of points as to how much OpEx you would expect to incur for the year now that the QCI acquisition is closed?

can you just sort of talk to the extent that they want to make that purchase, how would that work?

did the system sale price you recognize, did that include the upgrade option?

Was there a meaningful increase in bookings related to non-system sales in the fourth quarter

How long does that take to get into process? It sounds like you're targeting at 99.9%.

Are you guys already at the 99.5%, meeting 2-qubit gate fidelity in the lab

is this still going to be a chiplet-based approach? Is it going to be on 9 -- sorry, 9 qubit tiles?

when do you start to see a trade-off between the number of chiplets versus the number of qubits on a given chiplet?

Would you expect the 36-qubit QPU to also carry lower gross margins or could that be revenue that comes in at better

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