Craig Ellis

“So I'm hopeful that you can identify some of the underlying assumptions we're using with regard to design wind visibility, the relative contribution, EMS versus ACS, ACS, and whether or not there's any new technology that needs to develop to realize that growth through it.”

“So no offense, Christian, but I'll direct one to Raphael, although it may be a question for Michael. So I really appreciate all the information on Penny Lane and how we're taking that capability and trying to develop an ecosystem as many others have in the past to attract developer interest.”

“I wanted to look at the business through the 1.6T lens, so this sort of follows up on part of what you got to with Joe, but can you clarify what you're looking for as things get going in the third quarter as a percent of mix?”

“The first question is really a clarification inside of the updated calendar year 26 guide. So our midpoint is $41.5 million, and that would imply after the revenues in the first half of the year about $26.5 million in the second half.”

“I wanted to follow up on just the compute segment activity. Beyond the advanced computes, 31% mix in fiscal 4Q, can you help us understand what the other sub-segments of the business did, notebooks, gaming cards, et cetera?”