Edward Snyder

“You mentioned that mobile was 57% of revenue, but then you said your largest customer was 57% of revenue, which makes sense given how large it is in September. Given that, it's down, what, 12% year over year, which was expected given all that's going on with the models and modems and shifts and all that.”

“Now, this is very interesting because the gigawatts that you've laid out for the different customers makes it very clear that the two that are offering kind of CSPs, I don't want to say CSP, but consumer versions of AI, Anthropics and OpenAI, have very large gigawatt commitments in the out years.”

“We've seen it through the entire industry. So good job there. But obviously that's because you decided years ago to exit the China market and focus on your largest customer, and they're not as affected by it.”

“You mentioned that you defended your sockets. You've got some good content gains, but you think they may offset by mix.”

“Bob, you said you had a lower share in the high band. Obviously, the iPad isn't going to be a big driver for union volume. But the mix should favor your ET, and that's like $1.80 extra content.”