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if you could talk to the sustainability of the NAND growth and what exactly is driving it
when you say below normal, are you expecting China to recover to, like, 30% level that you previously communicated
there is definitely some optimism about tech transitions and in particular, molyb transitions
as I look out to the next, I guess, fiscal year, I'm just trying to understand how to think about overall DRAM growth
given the pressure on the bill of materials do you anticipate or are you seeing any impact in terms of the adoption of CSS and V9
can you speak to the royalty growth by end market, where you're seeing strength
on your 2026 expectation, are you assuming any meaningful contribution from the 4 prospects that you talked about?
the yields are better than you expected and looks like they're improving further
on the ASIC business, Dave, I think you said it doubled year-on-year
Just wondering if that's still the target. And then, as we look forward to NovoLake, has the decision about, you know, internal versus external been made
I'm just curious as to why Q2 is tracking a little bit weaker. And then as we look out to the next few quarters
is it pretty set in stone that you are bringing it back for sure? Or do you have any flexibility
do you think you can get there with mostly internal wafers? Or do you need external customers as well?
It looks like you're raising the WFE number to about 140 versus 135 to 140 at the Analyst Day
I know you said it's fairly broad-based, but can you maybe parse it out by end market, memory versus logic
how you're expecting, and two, demand to kind of fare? And if you can talk about where we are in the N2 cycle?
just curious to understand what the implications for semi PC intensities with?
how does the, I guess, PC intensity change as you go from N3 to N2?
That is -- I think, implies at least in a mid-single-digit type decline. We haven't seen a decline in that business in a while
are you seeing any acceleration in terms of your services and spares business? Is this something structural in your view
what you're seeing in terms of the demand environment in China
The one point of WFE share that you gained, maybe if you could help us understand if it is coming primarily in foundry and logic or if you're seeing that across the board.
first, you know, we all know that advanced logic spending is coming back here. But if you could maybe parse it out
on Moly B, I know you said several hundred million dollars of contribution. I'm just trying to reconcile
as we go from scale out to scale up, you mentioned 3 different I guess, you know, ESUN, NVLink, and also UALink
can you give us a little bit more color as to which of these is the biggest or how to think about the contributions
can you speak to your market share as we go from 800 to 1.6 t and also, you know, the potential impact from any technology transition such as LPO
I'm just curious if there is any update on customer C, how the progress has been
it is slightly below your normal seasonality I think historically you have done kind of high-single-digits in December
how big auto, industrial and IoT and infrastructure businesses are individually and also you talked about some inventory on the infrastructure