Ruplu Bhattacharya

“First one for Megan, you're guiding to about 20 BIFs of sequential gross margin improvement for the fourth quarter. How should we think about the impact of the SIP migration to Vietnam as well as weakness in the Android smartphone market and any other factors like FX or if there's any lingering issues in Japan?”

“Mike, you mentioned acid light models several times. You've guided for strong growth this year, fiscal 27, and also some comments on fiscal 28. Can you talk about how much total revenue your manufacturing footprint can support today, and where do you see incremental investments?”

“You've reported good results and guidance. Looks like gross margin overall declined 60 BIPs year on year. Can you elaborate more on what was that mix that impacted margins?”

“Raj, now that both the lead smartphone customer as well as the second smartphone OEM, they've moved to a silicon-specific qualification framework. How standardized do you think this will become in the industry and what steps are you taking to enable that?”

“David, given the pace of GPU platform transitions, how are you managing inventory risk around each new generation? And what gives you the confidence that the record order backlog that you now have won't result in significant inventory exposure if customer deployment schedules or platform configurations change?”