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your process control market share continues to decline. Contrary to conductor etch where you are seeing share gains
How should we think about your path towards being a market leader in this space
Where specifically are these share gains with these leading-edge customers coming from
your fiscal '25 foundry/logic revenue is up about 3% year-over-year, but your U.S. peers who should be on a level playing field
$500 million is not nothing. It's a bit of a step down from the $5 billion that you earlier mentioned. Just want to get assurance that this isn't a share issue
how should we think about your ability to take advantage of this demand via margin
does that mean that relative to your initial packaging guide of approximately $12 billion
is there a world in which DRAM process control intensity just really gets close to advanced logic?
But you talk about the process control intensity at these customers?
how should we think about your memory growth expectations into next year relative to this really strong December quarter?
your September quarter foundry/logic revenue is likely to strengthen sequentially, but your memory revenue across both DRAM and NAND will decline
could you talk about those market share gains and sort of where your kind of current assumptions are towards -- as we think towards 2026?
one of your auto industrial customers talked about a bit of a tester shortage on the earnings call
can you talk about where you stand in terms of share now? And how do you anticipate your share tracking?
do you sort of expect SoC test to accelerate from this really strong December quarter into the first half
Just how low has NAND been this year relative to prior years? And what sort of growth are you expecting for the NAND portion of memory going forward?
You said you don't have the win yet, but the tone from the call has been that you're very confident that you will
talk about the kind of customer breadth you're seeing there and just visibility towards further market share gains
DRAM dominating the memory mix in 2025, just as it did in 2024, which would imply NAND remains at very low levels
at what point would customers have to purchase new testers rather than resorting to upgrade?
I just wanted to better understand what are the kind of more finer details behind the revenue assumptions for that model