Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Harlan Sir is recorded as Analyst at J.P. Morgan. Harlan Sir has spoken on 12 earnings calls across 8 companies, most recently for Cadence Design Systems Inc on October 26, 2026. Those appearances were for Cadence Design Systems Inc (CDNS), Broadcom Inc. (AVGO), Lam Research Corp (LRCX), Applied Materials Inc (AMAT), Quantinuum Inc. (QNT) and 3 other companies. The companies whose calls Harlan Sir spoke on are classified in the Technology sector.
“That's the positive cyclical dynamics we're seeing now as excess customer inventories have bottomed in these end markets. Are you continuing to see the positive demand trends in this segment?”
“On CSBG, 36% growth first nine months of this year, four-year outlook greater than 30%, very, very strong.”
“Hawk, your customers are driving their XPUs, their GPUs higher in performance. The networking bandwidth is also scaling accordingly, right? Your customers are now moving from 100 gigabits per second per lane to 200 gigabits per second per lane from Tomahawk 5 to Tomahawk 6.”
“You know, the team previously guided your global ICAPS business to be flat to slightly up this year. Outside of China, I mean, we are seeing a strong cyclical recovery in automotive, industrial, for your analog power, microcontroller customers' rights.”
“Your line is open. good afternoon and congratulations on the strong results and outlook post coming to the public markets um good to see the announcement this afternoon with oracle base and based on the press release right looks like your latest generation helios platform will be deployed on-prem at oci so does this…”
J.P. Morgan
Analyst
Transcript header (unverified)
Software - Application · Technology
AVGO
Semiconductors · Technology
LRCX
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
QNT
Software - Application · Technology
ALAB
Semiconductors · Technology
SNPS
Software - Infrastructure · Technology
NVDA
Semiconductors · Technology
