Loading…
Loading…
how you're approaching pricing both from kind of a tactical and strategic perspective. So on the tactical side, what are you assuming
I was hoping you could quantify your data center exposure across ATE, optical and power. What's that exposure right now?
I think you're guiding Q1 slightly up, which is a little bit above seasonal. So I was hoping you could give us some color by segment where you're seeing the strength
does it mean that as we kind of potentially look out to Q1, is ADI still capable of growing at least seasonal or above seasonal?
how much do you think you are undershipping demand right now? Is it 10%? Is it 20%? And how many quarters until this kind of just undershipment impact normalizes
what is long-term model growth that you expect to return to this year? And then, Vince, my question is for you. You mentioned that the inventory levels have largely normalized
is Industrial really out of the woods, what helps it grow above seasonal?
do you think that semi industry growth comes more from units, or it still continues to be reliant on pricing
How should we think about growth in AGS given that level of growth? Is there some kind of correlation
what is driving the second half acceleration because the conventional thinking is that a lot of this cleanroom for memory is constrained
what proportion of WFE do you think right now is being driven by data center and AI?
do you think there is a potential for WFE to grow high single digit, close to double digit next year
if these trends persist, should we be assuming any sequential growth into Q1, right, based on what we know
could you help us size what ICAPS is now as a percentage of sales? Do you think it has bottomed?
do you think, Gary, LIDHO takes more share, or do you think edge or depth take more share
one of them is doing extremely well. The other two are not as much. So, when you say that leading edge is very strong
how is that dynamic playing out for AMD? And especially for your customers
do you think Agentic CPU growth is incremental? Or is it coming at the expense of GPUs conceptually?
specific to 2026, can your data center revenue grow at your target 60% plus growth rate.
Can you continue to grow in the first half of next year from these Q4 levels? Or should we expect some kind of pause or digestion
what is your level of visibility in the initial engagement and then more importantly how it kind of broadens out into '27?
What kind of sales level is required for it to start becoming additive to margins?
would you consider this incremental to the kind of growth rate that you're seeing with your current MI business
did your GPU sales grow sequentially in Q1? How much was MI308 in that number?
How much of that roughly is China because that now seems to be somewhat restricted for US companies
do you think that should make us more confident or more conservative about the semiconductor opportunity going forward?
This year, you have not set a specific forecast, and I'm curious what has changed.
I'm just trying to understand what is Arm's natural kind of niche in the market? Like which of these parties conceptually can you take share from
I was hoping you could quantify the exact amount of data center revenue
how much was the SoftBank contribution in Q2 versus what you thought?
which end market drove a little bit of that delta versus your expectation?
when we look at Q4, it was modestly below expectation. I'm curious what caused that?
it has stalled at 25%. So, I was hoping you could explain what's happening versus the assumption you had
how do you get the visibility and the confidence about how your share will progress at these multiple customers? Because it's a very kind of fragmented engagement
there is sort of this emerging debate about customer-owned tooling. You know, your async customers potentially wanting to do more things on their own. How do you see your XPU content and share at y...
if you could help us quantify what is the new fiscal twenty six AI guidance. Because I think the last call you mentioned '26 could grow at the 60% growth rate
if your networking upsided in Q2 and overall AI was in line, it means XPU was perhaps not as strong. So I realize it's lumpy, but anything more to read into that
what happens to your opportunity and share if the mix moves more towards inference, does it, you know, does it create a bigger TAM you than the $60 to $90 billion?
What do you think is the SAM in 2024, so we can get a baseline view of what your $12.2 billion in sales represent
what affect do shortages and the fact your customers have more pricing power, what effect does that have
have you seen any disruption or change of thinking whatsoever at your customers in terms of them using AI to reduce or eliminate demand for EDA or IP or any other computer-aided engineering tools
Your IP business is now, I think, tracking to over 20% growth for the second year. Anirudh, I was just hoping you would give us some sense for what's driving this growth because your competitor exp...
how much of a headwind was China in Q2? I know, John, you mentioned they went from 11% to 9%, but what was kind of the expectation?
I wanted to check what is Cadence's share gain opportunity because when I look at your main peer, they have double-digit sales exposure at Intel
why is the recurring revenue sales growth decelerating so much?
if you could perhaps quantify how much that impacted gross margin? Are you assuming any headwind in Q1?
sequential growth rate has gone from 9% in March to 5% in June, and I think your September implied is probably at or somewhat below this number
do you think you are gaining share? Do you expect to gain share against them?
I just wanted to understand the server CPU TAM growth this year. I think, Dave, you mentioned up double digit
what do you think is the server CPU TAM in 2026? How much of that is x86? How much of that is ARM?
when do you think Intel should start getting any credit for external foundry efforts because you mentioned that you might hear of awards in the second half of this year
is there a simple formula to look at gross margin versus the 36% level that you're at right now?
I thought that rising cores would mean greater ASP. So just if you could address that
do you need to rethink whether this IDM structure, regardless of the way, financials are broken out, does it make sense?
how much time realistically should investors be prepared for in terms of Intel's turnaround? Is it one year, two years?
do you think these share gains are because of better design or access to better manufacturing
Is this always going to keep on increasing, right? Like what is the right way for us to model it
what's your assumption of China, WFE kind of absolute percentage growth? How much was China WFE as part of that $120 plus billion
why such a big disconnect between your view of WFE growth versus what your peers suggested yesterday?
I'm curious what's causing this drop? How much of this is the China restriction? How much of this is the China impact?
if let's say, December quarter sales are flattish, should we assume gross margins stay flattish?
How is that process control intensity evolving as the industry is moving from traditional DDR DRAM to more high-bandwidth memory
what's on your dashboard to gauge whether 2026 WFE could be up, down flat?
China, I think, came in at about 26% in March. I think you had estimated closer to 29%. So does it go up in a kind of flattish top line year?
how large does it need to be for your quarterly sales to get to $600 million. And at that point, will it be levered to a single customer
when you do get to the $600 million quarterly run rate, do you think gross margins can get close to 40%
How is that translating into your visibility and pricing power
if memory pricing goes down next year for whatever reason, do you still think these gross margins are sustainable
Do you expect to maintain or gain share this year, Tim? What what are kind of the puts and takes around the different markets? And then specifically, what are you assuming for China contribution ov...
of that $100 billion, how much is semiconductor spend? And what does that imply for WFE intensity in an AI environment?
if all China restrictions are already captured in your March results and June guide, why can't your second half sales be at or above first half levels?
Why will CSBG be flat this year? And then how should we think about OpEx growth in calendar '25?
your controller and analog segments were kind of flattish. I realize it's better than seasonal, but the growth came from the other segment
What is the timeline to get to this mid-60s target
gross margins are going up nicely in December. Is that mostly utilization driven
what's driving your confidence to expect the next 3 quarters to be above seasonal? Your lead times are still low. There are so many macro cross currents
Would you call that seasonal, above seasonal? I think basically what we're all trying to get our hands on is that yes, there is a recovery, but are we done with that stronger recovery
What's your read, Steve, of the macro environment? Do you think that as you look out beyond September that the recovery is as strong as you thought 3 months ago
March and June are both well above seasonal. What is driving that upside?
Why did that mix come down in fiscal 2026, and how do you see that mix evolving in fiscal 2027?
March quarter gross margins were I think kind of at the lower end of your outlook even though sales were slightly above
How should this inform us about your visibility for one quarter out in September
where the hotspots are by end market or by the kind of product? Is it, like, worse in industrial or microcontrollers
what would you say the earnings power for Microchip Technology Incorporated over the next year
what is the level of turns business that you are assuming for December versus normal
what is giving you the confidence that this is an industry and a cycle issue and maybe is there something company specific
you mentioned something along the lines of your custom XPU is on target to hit $10 billion in fiscal 29
I just wanted to first clarify what your XPU attach was last year and what contribution you expect in '27 and '28
on optics, why correlated to cloud CapEx? Why not do growth of AI accelerators, which is expected to be much faster than the 30%
do you think Q4, your data center growth can accelerate year-on-year from the Q3 levels that you gave
what is the direction of content in these next-generation programs? You know? Is it up, down, or flat
If you could help quantify the mix between AI and non-AI in your data center for Q4 and Q1
help quantify the AI revenues for fiscal '25 overall, and then how we should start thinking about fiscal '26
on HBM share, do you think you can be in the 20–25% range right off the bat
in prior historical peaks where Micron Technology, Inc.'s margins, I think, peaked in the low sixties
at what point does increasing memory price impact
how do you think about the puts and takes of gross margins as you go through the rest of the year
How do you see the transition from HPM three e to four
I wanted to talk about gross margins. So first, what is driving the upside sequentially
is this an incremental workload? Is this kind of cannibalizing what the GPU would have done otherwise?
how confident are you about your customers' ability to continue to grow their CapEx
what are you making on NVIDIA Corporation content per gigawatt
What needs to happen and what is the sustainable pace of that China business
on the China impact, I think previously it was mentioned
you wouldn't mind confirming if Q1 is the bottom for gross margins
do you think it's a fair assumption to think NVIDIA could recover to kind of mid-70s gross margin in the back half of calendar 2025
When do you think we get to that phase, or is it just too premature to discuss that because you're just the start of Blackwell
What is the right way to think about this business? How much of this do you still plan to exit? How much of this are you reinvesting in?
hoping that you could give us a sense for what is driving the growth in your automotive business, both kind of within China and outside of China
how much of that is industrial, how much of that is IoT? And off of easier compares, the growth rate is very high
what would you consider normal seasonal trends in Q2, Q3
in an overall flattish auto production environment, what kind of lift can content provide net of any pricing movements
is it just volume that takes you from the kind of the lower end of the 57% to 63% range right towards the middle of the range
if NXP sales were to grow low to mid-single digits sequentially in Q4, what would that do to gross margins
how would you contrast the pace of recovery you are seeing in automotive versus your peers? And when do you expect your automotive sales to start growing year-on-year
does that suggest, they can offset the SAAR decline or are we not willing to say that yet
if there are green shoots, is it fair to say they have not yet shown up in this first half and they could show up in the second half
Have you seen any change yet in customer behavior, pull in, push out, mix of EV, et cetera
what would be the right way to mathematically think about gross margins and OpEx this year
How big is it for ON Semiconductor Corporation right now? Is it something like mid-single-digit percent of sales?
Do you think this year’s second half plays out differently than what we saw last year?
I was hoping you could just give us kind of a walk of, you know, for gross margin.
Is this the kind of quarterly run rate that we should expect through '26?
if you could just remind us what is your seasonal pattern in Q1? And if there is some utilization headwind from Q4, how does that kind of reflect in gross margins
I'm curious how you are thinking about seasonality in Q1 and just growth in '26 overall versus how you thought about it 3 months ago.
why is the automotive recovery so slow for ON? And when do you think that your Auto business could start to regrow year-on-year?
So Industrial was a bit softer than I think you had thought before. So what drove that?
what should be the new range of gross margins that we should be thinking about for the back half of the year?
But now I think you're suggesting that pricing could be a headwind that it could go down low single digit. And I'm curious what has changed
Q1, what are you expecting for the sequential segment trends in automotive and industrial segments?
What is the right baseline that we should have when we start to think about the automotive business for long periods of time?
you mentioned Apple product sales, I think, $2 billion plus for fiscal '27. What about the royalty contribution
is Qualcomm's intention to approach this from an ASIC perspective
what are you assuming for your China sales and on an absolute dollar basis relative to the $814 million or so that you're doing in fiscal twenty-five
if I look at your Q4 IP and I just annualize that, that's about $1.6 billion in change. But if I assume that it grows modestly, that's more like 1.8
what was the growth in design starts that you saw last year? And what is your assumption? I imagine this is one of the more important metrics
what is the gating factor to getting to that, let's say, whatever, 20%, 30% market share?
why is that not translating into stronger visibility for the testing part right?
I was hoping you could help quantify how much -- how large is your AI compute business in Q2
I meant overall for the company, not just the compute side, like an overall Teradyne sales in Q4?
Compute TAM grew 57% last year but you're expecting it to grow only 5% in '25. I'm curious what is causing that slowdown
If the TAM is not growing, then how can one depend on that to grow much more than what Teradyne's normal seasonality
what are the puts and takes as you look at the second half versus the first half? Is there anything that could be different just given right all the macro trends
Could you help us dissect which applications, which end markets are driving this? Is this -- is it still inventory replenishment? Is this pricing? Is it share gains?
Have you seen it already? Have you heard that as a concern from your, you know, from your customers
how much above seasonal is it? And then what role is the pricing playing in that? Because there is some discussion about price increases from some of your peers
how would you advise us to start thinking about Q4 that should we assume a similar conservative tone
you had suggested that every remaining quarter of '25 will accelerate from the first half up 13%, but your Q3 sales guide is up only 11%
could you help us get a feel for what is going to be better or lower than the 7% or so sequential rate
inventory was up again, and I think on the last call you suggested that factory loading would go down. So it seemed like maybe they did not