USAR
Other Industrial Metals & Mining · Basic Materials
Analyst
ROTH Capital
Equibles does not estimate personal net worth.
Suji DeSilva is recorded as Analyst at ROTH Capital. Suji DeSilva has spoken on 6 earnings calls across 5 companies, most recently for Pasqal Holding SA on September 24, 2026. Those appearances were for USA Rare Earth, Inc. (USAR), Pasqal Holding SA (PSQL), Silicon Motion Technology CORP (SIMO), ACM Research, Inc. (ACMR) and Credo Technology Group Holding Ltd (CRDO). The companies whose calls Suji DeSilva spoke on are classified in the Basic Materials and Technology sectors.
“Some of programs are even longer So that's how we approach the conversion Our next question comes in line as to skills with Ross Capital Please proceed congratulations You have an example here with customers like Aramco where you had an initial application and then it seems to land expand strategy of kind of multiple…”
“Just for the Stillwater revenue-generating capacity in 27, just can you give us a framework for how that ramps up here? from 26 when you start recognizing revenue there?”
“Maybe the first question for Jason, with the mix that's steadily shifting, would we think that seasonality would be more muted in the 27 timeframe or 28, perhaps, and linearity be greater, more steady, or would that still be kind of a further out trend?”
“So, Barbara, you highlighted the customers and wanting safety stock.”
“Can you talk about the cleaning segment and what drove the decline year-over-year in 1Q and then how it's going to ramp up, what caused that pause? It would be helpful to understand that.”
ROTH Capital
Analyst
Source not stated
USAR
Other Industrial Metals & Mining · Basic Materials
PSQL
Computer Hardware · Technology
ACMR
Semiconductor Equipment & Materials · Technology