Steven Fox

“First question was sort of thinking about the outlook for next year. You mentioned that you're doing a lot of the pre-production work for the AMD racks, And last week, AMD talked about sort of a measured approach to ramping to make sure their manufacturing partners are, you know, prepared for the volumes.”

“I guess, first of all, I just was wondering structurally in terms of passing through and then recovering higher copper costs, is this industry standard sort of here to stay?”

“Adam, I was wondering if you could talk a little bit about commercial buildings. You highlighted in your prepared remarks now with CommScope being there. You also mentioned antennas and sensors.”

“So the organic growth has slowed, still double digits. But I was curious, Terence, you've talked about how energy can sort of be hand-in-hand with the growth you see in some of the data center markets.”

“Since we've been talking about TAM expansion, I was wondering if you could sort of give us the latest thinking on how hyperscale direct the trends that are driving it and how that plays out and then also like Sienna business where I know you're driving full system assembly off your own content like the trends you're…”