Charles Shi

“I have a, maybe this is for Sassim, I have a high-level, maybe a long-term question. Sassim, we know that going back probably more than 10 years, You played a very pivotal role in terms of infusing AI.”

“I think one thing you said in the prepared remarks kind of sounds very interesting. You said the data center relies on wire bonding as much as the phones and the PCs.”

“Maybe the first one, I know you don't really guide the quarter, but can you kind of walk us through how the Q3, Q4 is shaking up? you have probably a very big beat in Q1 and now in Q2, and I think if I look at the consensus estimates for Q3, Q4, those numbers probably need to come down a little bit.”

“I think one thing you said in the prepared remarks kind of sounds very interesting. You said the data center relies on wire bonding as much as the phones and the PCs.”

“I guess you guys are in China right now. So the question, first question I have regarding the capacity exiting the year, raising from basically 35 per quarter, 35 million per quarter to 60.”