David Dooley

“I'm sorry to kind of continue along the HPC questions. When I look at your funnel chart this quarter of qualified customers, you have four for $150 million, and last quarter it was three for $100 million.”

“I guess congratulations on being able to get a lot more output out of your current factory footprint. And I think it's your analyst day. You showed a chart with cycle time improvements.”

“You know, in the press release and in your prepared comments, you talked about increasing your thermal compression bonding capacity, I think, to $400 million annually.”

“And as a follow-up or just an extension of that question, do you think the 800-volt rollout in the data centers, which I guess kind of starts in the middle of this year, really gets going next year, is that when you might see more of a pickup in your silicon carbide implant business for that market?”

“So, the epi step is the one where you've gone head-to-head, I think, with, like, Axtron and… Correct. I guess, one part of the business here. Would you say you're a second source or a primary source?”