Elizabeth Sun

“I'm just curious on this 5% outperformance, if you could help us break it down, like, how much is from content growth, how much is from, you know, shared gains with your existing products, and how much is from, like, you know, new markets, such as advanced packaging, and if I could follow up to that, what drives the…”

“I guess my first question is, in the longer term, for data center, I think you've talked about hyperscaler growth, you've talked about second wave of customers, and at OCP, you've showcased some, as Steve mentioned as well, you've showcased some solutions for 800 direct-to-server.”

“So, I guess my first question is, you are looking at, you have like 25% year-over-year growth in Q3, and you are looking at more than 20% growth in Q4 and Q1 as well.”

“I guess my first question is also on the farmers' branch. I understand you are trying to run as fast as possible throughout next year, but I'm just curious, for the near term, it seems like capacity has been coming on more of a constraint on the growth, and it seems like Q4 is kind of constrained on that as well.”

“Everyone, welcome to the last day of Citi's global TMT conference. My name is Elizabeth Sun, and I'm in the Citi Semi and Semi-Cab research team. Today with me is Advanced Energy.”