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Analyst
Wei Chia
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 33%1 of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
MPWRMonolithic Power Systems2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2026 Q1
Could you talk about the rationale behind focusing on silicon carbide for 800-volt step down while focused on gallium nitride just for the lower voltage, lower power segments
Show response
Michael cited SiC's 20-year reliability track record vs unproven GaN at high power. MPS integrates SiC into modules rather than selling standalone, a key differentiator vs discrete competitors.
Could you talk more about your supply chain management strategy and also your confidence in meeting customer demand if other suppliers face capacity constraints
Show response
Michael described proactive inventory building strategy, noting long product lifecycles minimize scrap risk. Tony confirmed the 85% ED floor is not supply-constrained.
CDNSCadence Design Systems1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
China revenue grew 18% last year, outpacing corporate average and also well above your initial guidance heading into 2025. How should we think about the sustainability of this strength?
Show response
John Wall guided China at 12-13% of revenue for 2026. Strong bookings in region but visibility is near-term (H1). More prudence in H2 guide. Anirudh said China design activity stabilized with strong AI and physical AI trends.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| MPWR Monolithic Power Systems | 2 | —Rate withheld: fewer than 3 questions |
| CDNS Cadence Design Systems | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Innovation & R&D1
- Supply Chain1
- Geographic Expansion1
- Trade Tariffs1