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    Kinney Chin • Unknown Organization

    Kinney Chin's questions to Rigetti Computing Inc (RGTI) leadership

    Kinney Chin's questions to Rigetti Computing Inc (RGTI) leadership • Q1 2025

    Question

    Kinney Chin, on behalf of Krish Sankar, asked about the ABAA development consortium, specifically how the $5.48 million award would be divided among partners and for technical details on how ABAA improves qubit performance. He also had a follow-up for the CFO regarding the forward-looking OpEx run rate after the higher Q1 figure.

    Answer

    CEO Subodh Kulkarni declined to detail the ABAA award's financial breakdown but stated Rigetti receives the majority and stressed the project's strategic importance. He explained that ABAA technology is critical for improving qubit manufacturing process control by enabling precise frequency targeting. CFO Jeffrey Bertelsen addressed OpEx, noting that Q1 was high due to seasonal FICA taxes and spot bonuses, and that he hopes to see a reduction going forward.

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    Kinney Chin's questions to Universal Display Corp (OLED) leadership

    Kinney Chin's questions to Universal Display Corp (OLED) leadership • Q4 2024

    Question

    Representing Krish Sankar, Kinney Chin asked about the expected progression of OLED penetration in the smartphone market. He also inquired about the drivers for the projected increase in SG&A expenses and the quantifiable cost savings from the OVJP restructuring.

    Answer

    CFO Brian Millard directed investors to Omdia data in their IR deck for smartphone penetration projections, noting that OLEDs are gaining share across all segments. He explained the SG&A increase is a "onetime step up" to add resources for future growth and enhance local support in Asia. Millard confirmed the OVJP move to Singapore results in net savings, contributing to the flat R&D expense forecast for 2025.

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    Kinney Chin's questions to Kulicke and Soffa Industries Inc (KLIC) leadership

    Kinney Chin's questions to Kulicke and Soffa Industries Inc (KLIC) leadership • Q4 2024

    Question

    Kinney Chin inquired about the general semiconductor market, specifically asking if OSAT utilization rates reached the high 70% range as previously forecast and whether 80% remains the key threshold for new capacity additions. He also asked for details on the recent TCB foundry win, including whether it was with a major foundry, its long-term potential, and if Kulicke & Soffa is the sole supplier for the solution.

    Answer

    CFO Lester Wong confirmed that OSAT utilization rates are rising, exceeding 80% in China and in the mid-70s elsewhere, and affirmed that 80% is the trigger for capacity buys. CEO Fusen Chen described the TCB order as a multi-system PO for near-term production with significant future potential, adding that K&S is currently the sole supplier for this customer's specific application.

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