Analyst
Needham & Company
Equibles does not estimate personal net worth.
Charles Sheet is recorded as Analyst at Needham & Company. Charles Sheet has spoken on 5 earnings calls across 5 companies, most recently for Silvaco Group, Inc. on August 6, 2026. Those appearances were for Silvaco Group, Inc. (SVCO), Cadence Design Systems Inc (CDNS), Ichor Holdings, Ltd. (ICHR), Amkor Technology, Inc. (AMKR) and Veeco Instruments Inc (VECO). The companies whose calls Charles Sheet spoke on are classified in the Technology sector.
“Thanks for taking my question. uh forget me for any background noise i'm at a conference right now um so chris maybe let me just clarify so you guided the september uh revenue seven i think 17.8 right and december has to be higher than 18.7 and i think at least relative to what i have modeled the two quarter combined…”
“I can ask about AI for a hundred ways, but I think the most important question top of many people's mind right now, or I should say the scenario, a very extreme scenario that people fear about the most is where you actually prompt, I don't know when we could get that, but I'll prompt on a very, very powerful LLM in…”
“Maybe the first one – so, you talked about the view of sustained the ramp of the business, I wonder if you can characterize your current demand visibility, how far out it is right now as of today.”
“I'm looking forward to working with you going from here. Maybe the first question regarding your CAPEX guidance. Obviously, that's well above what we thought. When you announced, when AMCO announced the plan in Arizona, there was a $7 billion total capex investment.”
“I think you guys provided that qualitatively China will decline this year. That's the same view you've had for a while.”
Needham & Company
Analyst
Transcript header (unverified)
SVCO
Software - Application · Technology
Semiconductor Equipment & Materials · Technology
ICHR
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
