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    Gus Richard • Northland Capital Markets

    Gus Richard's questions to Veeco Instruments Inc (VECO) leadership

    Gus Richard's questions to Veeco Instruments Inc (VECO) leadership • Q2 2025

    Question

    Gus Richard of Northland Capital Markets asked for insight into which technology areas—such as advanced packaging, gate-all-around, or backside power—are seeing the most intense customer engagement. He also inquired about the potential for a recovery in the data storage systems business.

    Answer

    CEO William Miller identified AI, high-performance computing, and high-bandwidth memory as the primary drivers. He highlighted significant pull in advanced packaging wet processing and growth in gate-all-around applications. Regarding data storage, Miller noted that increased customer utilization and commercial discussions about future needs are positive signs, though no purchase orders are in hand yet.

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    Gus Richard's questions to Arteris Inc (AIP) leadership

    Gus Richard's questions to Arteris Inc (AIP) leadership • Q2 2025

    Question

    Gus Richard asked if the AMD deal was primarily for chiplet implementations, sought an update on the number of heterogeneous chiplet projects Arteris is seeing, and tried to confirm if the book-to-bill ratio was above 1.5.

    Answer

    CEO K. Charles Janac stated the AMD deal is a multi-license agreement for various products, including AI-oriented chiplets. He estimated Arteris currently sees about 30 heterogeneous chiplet projects, or ~5% of total SoC designs, but expects that to grow to 30% over the next few years. CFO Nick Hawkins declined to comment on book-to-bill but pointed to the 28% YoY growth in RPO as a strong positive indicator of demand.

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    Gus Richard's questions to FormFactor Inc (FORM) leadership

    Gus Richard's questions to FormFactor Inc (FORM) leadership • Q2 2025

    Question

    Gus Richard from Northland Capital Markets asked about the source of the tariff impact and what the company can do to mitigate it through supply chain diversification. He also requested a status update on the silicon photonics (CPO) pilot production ramps.

    Answer

    CFO Shai Shahar confirmed the tariff impact is from goods imported into the U.S. and that the company is exploring various mitigation strategies but is taking a 'wait and see' approach before making significant supply chain changes. CEO Michael Slessor updated that multiple CM300XI systems are now installed and running in pilot production for CPO, with the current focus on hardening the technology for a significant high-volume ramp anticipated in 2026.

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    Gus Richard's questions to Teradyne Inc (TER) leadership

    Gus Richard's questions to Teradyne Inc (TER) leadership • Q2 2025

    Question

    Gus Richard of Northland Capital Markets asked about the business impact from the growing domestic semiconductor industry in China, particularly in industrial and auto. He also questioned Teradyne's competitive standing in the Chinese robotics market.

    Answer

    President & CEO Greg Smith noted that outside of areas restricted by trade regulations, Teradyne competes well in China, with high share in memory and a focus on high-volume, high-quality suppliers in the competitive auto and industrial SoC space. In robotics, he acknowledged strong local competition but stated Teradyne is focused on competing and growing share in the highly competitive Chinese market, which has a faster growth rate than other regions.

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    Gus Richard's questions to Ambarella Inc (AMBA) leadership

    Gus Richard's questions to Ambarella Inc (AMBA) leadership • Q1 2026

    Question

    Gus Richard of Northland Capital Markets asked for an explanation of how AI tasks are split between the camera and the edge infrastructure (VMS), and inquired about Ambarella's market share in the security camera market, excluding China.

    Answer

    CEO Fermi Wang explained that edge infrastructure boxes are needed to upgrade the large installed base of non-AI cameras and to deploy the newest, most complex AI models more quickly than camera replacement cycles allow. He also stated that Ambarella has a majority share in the mid-to-high-end non-China security market, but does not compete in the low-end segment.

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    Gus Richard's questions to CEVA Inc (CEVA) leadership

    Gus Richard's questions to CEVA Inc (CEVA) leadership • Q3 2024

    Question

    Gus Richard of Northland Capital Markets asked if the increased customization work for customers, which impacts gross margins, represents a new, permanent business model and if this trend extends beyond 5G.

    Answer

    CFO Yaniv Arieli and CEO Amir Panush asserted this is not a change to the business model. Panush specified that such customization is limited to a handful of strategic deals per year and that the timing of a few of these deals caused the temporary margin dip. Arieli added that while CEVA offers high-value integrated platforms to OEMs, the core business remains licensing off-the-shelf IP, and customization is opportunistic rather than a new standard.

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    Gus Richard's questions to Enovix Corp (ENVX) leadership

    Gus Richard's questions to Enovix Corp (ENVX) leadership • Q2 2024

    Question

    Gus Richard of Northland Capital Markets asked whether Enovix would build inventory ahead of purchase orders as it approaches volume production.

    Answer

    CFO Ryan Benton noted that the current sampling process already involves substantial volumes, exercising their inventory systems. However, Chairman Thurman John Rodgers stated firmly that the company 'can't afford the inventory' and will not pre-build. He explained the factory's sub-30-day cycle time allows them to build to order against purchase orders.

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