Analyst
Melius Research
Equibles does not estimate personal net worth.
Ben Reitz is recorded as Analyst at Melius Research. Ben Reitz has spoken on 3 earnings calls across 3 companies, most recently for Sandisk Corp on August 5, 2026. Those appearances were for Sandisk Corp (SNDK), Intel Corp (INTC) and Nvidia Corp (NVDA). The companies whose calls Ben Reitz spoke on are classified in the Technology sector.
“You know, last quarter you talked about the MBMs were being signed in this 80% margin range. I know there's a lot of puts and takes with regard to pricing. I was wondering if you can talk about, you know, whether it's in that ballpark or if it's kind of trending actually more towards the guidance for the next quarter.”
“I wanted to ask about the CapEx increase by about $3 billion this year and significantly next. What does that imply for your foundry customers? Does it mean that you've received some hard orders for 14A or 18AP? and then what does it mean for packaging, if you could delineate between the two?”
“You know, you did a great job explaining some of the demand underlying, you know, factors here on the strength, but U.S. was up about 5 billion or so sequentially.”
Melius Research
Analyst
Transcript header (unverified)
SNDK
Computer Hardware · Technology
INTC
Semiconductors · Technology
NVDA
Semiconductors · Technology
