Tore Svanberg

how much capacity you have internally and externally, meaning how much revenue you could generate? And how do you plan to grow that

how are they basically approaching your business at this point? Are they worried about supply? Are they giving you more visibility

how are you thinking about prioritizing your R&D spend right now? And are there any areas you would like to double down in

Are you starting to see perhaps an acceleration, you know, that 15% growth target going forward?

I was just hoping you could talk a little bit more about that opportunity and some of the design activity that you're seeing on the robotics side

given all the political turmoil, the geopolitical turmoil that's going on right now, how are you thinking strategically about that hybrid model

any comments you can make on that conversion rate really starting to play out would be really helpful

as AI continues to move to the edge, what do you see as a differentiation here for Analog Devices?

when do we see more step function declines in the utilization charges

What's sort of the new target level for that so that we can try and understand when the buybacks are going to start to pick up again

do you expect lead times to continue to extend as we go into the second half of the year?

HPC, would that primarily be then storage for infrastructure, or is there anything else that goes into that pillar?

could you just talk a little bit about the linearity of that

I was just wondering if you could clarify and talk a bit more about what was behind that particular change

what's your view on how long we're going to be in this period

is it fair to say that the company can double its quarterly revenue with basically just maintenance CapEx

when should we start to see material revenue from that business? And could that also grow into a several hundred million dollar business over the next few years

hoping you could touch on 2 of the 3 things that really make MPS so unique and differentiated to handle those types of power levels

perhaps you could give us a little bit sense of what you're doing on the capacity front especially the next three years

what's the company's position SSD for data center going into 2026?

where are we in this journey towards delivering more system-level solutions, especially talking about rack level power

could you just sort of let us know where we are in that journey

I was just hoping you could give us some puts and takes of the six end markets in the September quarter

Are we talking about multiple customers? Are these primarily vertical power architectures?

Should we infer by that, that this is sort of the low point for enterprise data this year?

I was hoping you could talk a little bit about those efforts, especially given the current tariff environment

how should we think about that business throughout calendar 2025? Again, obviously, a lot of different dynamics

could you talk a little bit about the dynamics here in the March quarter, especially by segment?

What has been surprising to you the last few months as far as what 2 or 3 products are you seeing the bigger upside from

any sense for what the mix is going to look like for fiscal '27 between 1.6, and I guess, 8 and even some 400

when you gave those $500 million and $1 billion target, would that be for the PF Link products only

there's a lot of debates out there about your SerDes technology, especially, you know, for 200 gig SerDes

is there something going on in the marketplace where there's a big push now towards 3-nanometer and lower power?

between VSMC and ESMC, what's the split going to be when the year is complete

could you talk a little bit more about changing the way you report on geography

do you have all the IP and all the building blocks right now to get there? Or is this sort of more of an opportunity

how many years has this been in development? Maybe back to Quinn's question, when do you start to expect some revenues here?

could you help us a little bit where you're getting these design wins? And could we start to see already some material revenue in Treo next year?

how should we think about CapEx for the second half of the year?

should we still think about the 20 to 25 basis points in improvement per utilization?

how should we sort of track the financial success of that business?

I was hoping to zoom in on data center and specifically power. It's a great market, great opportunity. It's also very competitive

Are you starting to see share gains sort of pop up in your design wins since you are much better positioned with capacity now versus back then?

I'm a little bit surprised to see the communications equipment being that strong. Is is that also tied to data center

any sort of outliers one way or the other by your end markets

is there any regional disparity here? I mean, I'm asking the question because, obviously, you know, there's variances on the potential tariffs by region