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when do you see that start to get more material, if you can give us some more color there
if there's a way to look at what the mix of, you know, just packaging was of total WFE
when you look at the China revenues, do you expect it to kind of hold at these levels going through calendar 2025
How is your data center royalty revenues growing, I guess, as you look at fiscal '27 over last year?
should we still think of it as a high single-digit percent growth fiscal '27, '28? Or is that trending higher too
will we be expecting, like, an Arm Holdings plc American Depositary Shares custom ASIC down the road given the substantial partnership that you have with them
With the SoftBank expanding the license deal there, can you give us some more color on how that looks?
Do you expect Arm to be in the market with the merchant CPU? Or will it all be kind of licensed platforms
On the 13 customers, what's the split of data center versus mobile?
can you talk to what the opportunity is on the license side or the royalty side?
on the related party side, it looks like very nice traction sequentially. I saw it up 48%
Can you talk to how the Cobalt 100 is progressing, how that's ramping?
If you look at fiscal '26, you have many new customers ramping [ Meta ] and probably you have the 4 of the 6 hyperscalers that you have talked in the past. Would you expect that growth to accelerat...
Just a question on the networking side. Just wondering how much does up sequentially on the AI side? And any thoughts around M&A going forward?
do we have a good line of sight into fiscal '26, showing a pretty nice ramp to hit those numbers
Got it. And the other 2 CSPs, when do you see them ramping?
Just wondering what the mix of sovereign orders was. And then I know you talked about improving AI margins in the back half
Just wondering how the data center side would play out to the end of the year. As you look at the second half, especially
Any thoughts on how you would look at CapEx through that time frame, 25-26? Are you looking at rationalizing that given the footprint
should drive a pretty nice uptick there back to like the 300-radix or the 500-radix OCS racks into next year
you continue to see this supply-demand imbalance of 30% as you go through into next year as well?
would you expect pricing to be a tailwind most of this year and into next year too
Can you size what the CPO quarterly run rate would be with the new multi-million dollar, multi-$100 million order
are you seeing investments or CapEx picking up there? Is that something you're seeing into '27
Is there a way to look at what your content uplift is per 100,000 wafers or something HBM3E goes to HBM4or 4E
your Foundry is growing almost 100% plus. Year on year. Just wondering as you look at 2627 with some of leading edge found this accelerating, how you see that road map?
As you look at the strength that you mentioned into next year, is that being driven by memory or foundry, logic, logic foundry as well?
I think you have ITC, the investment tax rate going to 35%. Do you see that driving a tailwind to WFE as you look at next year?
Just a quick question on the NAND side. Sorry, if I -- somebody asked this question already, I joined late
Any thoughts on how we should look at, you know, how that segment does in 2026, 2027
Where are fab utilizations now blended? And how should we look at OpEx to the rest of the year
is your understanding that it puts you at a much better position versus like this STMicro and Infineon
Do you guys think most of the inventory write-downs get done by the September quarter
how does that data center portfolio grow? You know, obviously a lot of focus on data center
wouldn't you expect that business to start to accelerate into fiscal 2027, 2028 here?
Just wondering if you're expecting any Section 232 rulings coming down in terms of trying to bring product back to the U.S.
how you're looking at utilization, I guess, across the fabs as you go to the back half
I think you're looking at the different segments, autos, industrial, consumer. Is there a way to let's work this playlist
is there any risk for inventory obsolescence or write-down given, you know, you're seeing some disintermediation
Just wondering how the qualification is progressing and if you continue to see that similar power performance leadership
can you talk to what's the split between HBM and conventional DRAM and NAND?
as your SPM capacity, maybe goes up next year, how much is your conventional DRAM capacity coming down?
should it grow like high single digit above LVP? Or how should we look at it
how you are looking at that $9.5 billion by '27 number for autos
Can you talk about how you see that progressing in June and into the back half?
Any thoughts on how we should think about utilization improving? And are there any exits that are still left in the core business?
do you expect that to get to, like, a 10, 15% of revenue run rate given some of peers seem to be targeting somewhere like that?
do you expect gross margins to get back to the low forties looking at the margin accretion from EFK and FabRite?
One of your peers declared bankruptcy. Just wondering how that's playing out from a business risk perspective
How are you guys preparing for that? What are you expecting in terms of when this happens?
Is that commentary on pricing specific to ON? Or is that what you're seeing in the industry?
so are you seeing some headwinds from the auto tariffs or auto parts?
how that should play out over the next couple of quarters, I guess, after Q1, like, do you see that flat or maybe second half picking up
I think you said it might be up year on year. Just wondering if any color around that and the backlog, how that's trending
wondering what is contemplated in terms of revenues from the data award win that you announced
Just wondering what would be the split of a full NVL72 rac versus HDX that you're shipping now
how many liquid cool racks we are shipping in September and if you have some idea in December
Are the $11 billion in guarantees and the $42 billion RPO mostly in data center?
you have a pretty disruptive technology coming in terms of high bandwidth flash. Any thoughts on how that is progressing?
what you're looking at in terms of bit growth and obviously, ASP pricing has been on a tear
Just wondering if there's a way to look at it on what's the impact from HAMR mix versus utilization or price
Should that drive a much better gross margin profile, I guess? And any thoughts on how we should see the margins improve
would you expect to hit the mid-45%, 45% margins exiting fiscal '26? Or how should we look at that margin progression?
Is that pickup coming from pricing, utilization and the HAMR mix? Or can you give us some attribution like what percent goes to -- from the pricing improvement versus utilization versus the HAMR mix?
Just wondering how -- on the mix of HAMR be, let's say, exiting fiscal '26
do you expect HAMR to get to like 10% to 20% of that mix by like first half calendar let's say 2026?
if you were to take a look at how do you see adds in growth year-on-year within that 5G?
in China there is a trend towards entry level and some of RFs side moving to discrete. Are you seeing any of that?
Are you expecting to pull in the HAMR road map time line given how tight supply is
when you look at HAMR ramps, any thoughts on how we should look at those margins
are you still looking at ramping those like in calendar '26, like second half twenty six, I think, as you mentioned on the Analyst Day event
When you look at shipping into China, is that going from your Malaysia facilities or do you ship hard drives into China
Do you see the need to kind of push on the areal density side too as your fear is moving on the hammer side
Any thoughts on how you see the pricing margin kind of trend to the year?