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    Mehdi Hosseini • Susquehanna International Group

    Mehdi Hosseini's questions to Keysight Technologies Inc (KEYS) leadership

    Mehdi Hosseini's questions to Keysight Technologies Inc (KEYS) leadership • Q3 2025

    Question

    Mehdi Hosseini of Susquehanna International Group asked for an update on the scale and sustainability of the wireline business orders and questioned the disparity in operating margin performance between the CSG and EISG segments, despite similar revenue growth.

    Answer

    CEO Satish Dhanasekaran stated he expects record bookings for the wireline business this year, driven by a sustainable AI-led acceleration in technology refresh cycles. CFO Neil Dougherty explained that the EISG segment's margin expansion was aided by a favorable product mix, given the wider range of margins within its portfolio, and noted that tariff impacts were reasonably spread across both segments.

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    Mehdi Hosseini's questions to Keysight Technologies Inc (KEYS) leadership • Q2 2025

    Question

    Mehdi Hosseini asked if Keysight's content per unit increases as the industry migrates from 800G to 1.2T and what the magnitude of that increase might be. He also asked for clarification on the operating margin trajectory for the rest of the fiscal year.

    Answer

    CEO Satish Dhanasekaran stated that as complexity increases with higher speeds, the value Keysight provides to customers in early R&D also increases, and these overlapping technology waves support the company's long-term 5-7% growth target. CFO Neil Dougherty indicated that operating margin would be range-bound in the near term, with a seasonal uplift from Q3 to Q4, though tariffs will affect the incremental flow-through.

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    Mehdi Hosseini's questions to Keysight Technologies Inc (KEYS) leadership • Q2 2025

    Question

    Mehdi Hosseini asked if Keysight's content opportunity increases with the migration from 800G to 1.2T and the shift to optical technologies. He also requested an outlook for the full-year operating margin considering guidance and tariff impacts.

    Answer

    CEO Satish Dhanasekaran confirmed that as test complexity increases with higher data speeds and new technologies, the value Keysight provides also increases, supporting the company's long-term growth model. CFO Neil Dougherty indicated that the operating margin is expected to be 'range bound in a pretty tight range,' with a seasonal Q4 uplift partially offset by the near-term impact of tariffs.

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    Mehdi Hosseini's questions to Keysight Technologies Inc (KEYS) leadership • Q1 2025

    Question

    Mehdi Hosseini posed a long-term question about the competitive landscape between 5G/6G and satellite communications, asking if satellite could become a larger commercial force and what the net impact would be for Keysight.

    Answer

    CEO Satish Dhanasekaran characterized satellite communications and non-terrestrial networks as an incremental medium-term opportunity. He noted that historically, each new technology generation like 6G has expanded the total addressable market due to growing complexity. He expressed confidence that Keysight's sustained R&D investments position it well to capitalize on these future growth drivers.

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    Mehdi Hosseini's questions to Viavi Solutions Inc (VIAV) leadership

    Mehdi Hosseini's questions to Viavi Solutions Inc (VIAV) leadership • Q4 2025

    Question

    Mehdi Hosseini questioned the potential for seasonality to return in the March quarter, asked about ASP pressure and margin drivers in the OSP segment, and inquired about the impact of new phone form factors on 3D sensing.

    Answer

    President and CEO Oleg Khaykin responded that while some seasonality will remain, it will be less pronounced as counter-cyclical data center demand offsets service provider trends. For OSP, he clarified that volume is a bigger factor than ASP, with product mix in anti-counterfeiting being the largest driver of margin swings. He added that new phone form factors are addressed in the product roadmap and could lead to future ASP appreciation.

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    Mehdi Hosseini's questions to Viavi Solutions Inc (VIAV) leadership • Q2 2025

    Question

    An analyst on behalf of Mehdi Hosseini asked about the dynamics in the 3D sensing business, which was weaker in the quarter. The question covered ASP trends and the expected contribution of 3D sensing to the OSP segment's Q3 guidance of $75 million.

    Answer

    President and CEO Oleg Khaykin explained that the 3D sensing business is seasonally weaker in the March and June quarters and that some annual ASP reduction also impacted revenue despite healthy volumes. He stated that the OSP guide is supported by a healthy anti-counterfeiting and industrial business, which is offsetting the seasonal 3D sensing decline. He also noted a conscious decision to ship from inventory to lower internal levels, which frees up cash but slightly dampens margins.

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    Mehdi Hosseini's questions to Tower Semiconductor Ltd (TSEM) leadership

    Mehdi Hosseini's questions to Tower Semiconductor Ltd (TSEM) leadership • Q2 2025

    Question

    Mehdi Hosseini from Susquehanna International Group asked about Tower's long-term strategy for data center infrastructure, particularly the transition to co-packaged optics and its impact on capacity planning. He also asked about the cost-effectiveness of Tower's SiPho platform, the outlook for operating expenses, and the company's plans for its cash balance.

    Answer

    CEO Russell Ellwanger clarified the key market shift is from EML to SiPho, highlighting SiPho's cost and performance benefits at 1.6T. He positioned co-packaged optics as a distant technology (post-2029) that won't disrupt current SiPho demand. CFO Oren Shirazi stated that operating expenses are expected to remain flat at around $40M per quarter and that the primary use of cash is for strategic CapEx investments totaling $1.15 billion to drive long-term growth and shareholder returns.

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    Mehdi Hosseini's questions to Tower Semiconductor Ltd (TSEM) leadership • Q3 2024

    Question

    Mehdi Hosseini from Susquehanna Financial Group inquired about the revenue mix versus wafer mix for high-speed applications, specifically asking if the revenue mix for products over 400G is significantly higher due to ASP premiums. He also requested an update on the company's silicon photonics revenue forecast, noting it appeared to be tracking ahead of previous targets.

    Answer

    CEO Russell Ellwanger confirmed that for active copper cables, higher speeds command higher ASPs. He clarified that the company's silicon photonics revenue is indeed tracking ahead of schedule, with the 2024 forecast now at approximately $100 million, up from a previous $80 million target. He added that the company expects to exit 2024 with an annualized silicon photonics revenue run rate of over $150 million, indicating strong momentum.

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    Mehdi Hosseini's questions to Teradyne Inc (TER) leadership

    Mehdi Hosseini's questions to Teradyne Inc (TER) leadership • Q2 2025

    Question

    Mehdi Hosseini of Susquehanna International Group asked if 2026 could be a major inflection point with growth catalysts in mobile, AI, and robotics all converging. He also questioned the near-term impact of a key HDD customer's doubling of CapEx on Teradyne's system-level test business.

    Answer

    President & CEO Greg Smith affirmed the strategy for midterm growth across all business segments, including Semi Test, IST, Product Test, and Robotics, highlighting the plan's resiliency. On the HDD topic, he stated that while strengthening demand is expected through 2026, the impact will take time due to long lead times and existing idle capacity, and will not mirror the customer's CapEx doubling.

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    Mehdi Hosseini's questions to Teradyne Inc (TER) leadership • Q4 2024

    Question

    Mehdi Hosseini inquired about the strategic partnership with Infineon, asking about the benefits for both companies, and questioned the strategy for the Industrial Automation business given its financial performance.

    Answer

    CEO Greg Smith explained that the Infineon partnership allows Teradyne to accelerate its roadmap in power semiconductors like SiC and GaN, while Infineon can focus on its core chip design business by moving its internal test development to a commercial ATE company. Regarding robotics, Smith stated the business is accretive to earnings above its new breakeven point and that the company is focused on improving efficiency and customer experience, not considering a 'Plan B' or divestiture.

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    Mehdi Hosseini's questions to Teradyne Inc (TER) leadership • Q3 2024

    Question

    Mehdi Hosseini inquired about the System Level Test (SLT) TAM for 2024 and 2025, Teradyne's position as the market diversifies from smartphones to compute, and whether escalating AI chip test times create an opportunity for Teradyne.

    Answer

    CEO Greg Smith explained that while SLT TAM is hard to measure precisely, Teradyne is adding compute customers in 2024 with a more meaningful revenue contribution expected in 2025. He noted that SLT helps limit test time growth from device complexity, and Teradyne's primary opportunity in AI compute is with Vertically Integrated Producers (VIPs) and the associated networking devices, rather than gaining share on specific parts like Blackwell.

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    Mehdi Hosseini's questions to Corning Inc (GLW) leadership

    Mehdi Hosseini's questions to Corning Inc (GLW) leadership • Q2 2025

    Question

    Mehdi Hosseini requested details on the Hemlock and solar business strategy, including the revenue mix between polysilicon, wafers, and modules, and the capital intensity of this segment compared to others.

    Answer

    CEO Wendell Weeks explained that current revenue is almost entirely from polysilicon, with wafer and module revenue expected to ramp in the coming quarters. He compared the vertical integration strategy to Optical Communications, where each component level must be competitive. He noted that modules are not capital-intensive, while polysilicon is the most capital-intensive, though the assets are largely in place.

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    Mehdi Hosseini's questions to Corning Inc (GLW) leadership • Q2 2025

    Question

    Mehdi Hosseini asked for details on Corning's solar strategy, specifically the revenue mix between polysilicon, wafers, and modules, and the relative capital intensity of scaling this business compared to other segments.

    Answer

    Chairman & CEO Wendell Weeks detailed that current solar revenue is predominantly from polysilicon, with wafers and modules set to contribute more in coming quarters. He compared the strategy to Optical Communications, where Corning is vertically integrated but also sells components at each level. He noted that polysilicon is the most capital-intensive part (with assets already in place), while modules are the least.

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    Mehdi Hosseini's questions to Corning Inc (GLW) leadership • Q1 2025

    Question

    Mehdi Hosseini from Susquehanna International Group asked about end-market demand trends from TV panel customers and followed up by questioning why Corning isn't more aggressive with share buybacks given its strong confidence in the 'Springboard' plan.

    Answer

    EVP and CFO Ed Schlesinger stated that the company expects flat TV unit sales for the year, with market growth driven by larger screen sizes. Chairman and CEO Wendell Weeks noted that Q1 panel maker utilization was slightly high but is expected to normalize. Regarding buybacks, Schlesinger confirmed that repurchases are ongoing ($100 million in Q1) and will be the primary vehicle for returning cash to shareholders, balanced with the priority of maintaining a strong balance sheet.

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    Mehdi Hosseini's questions to Rambus Inc (RMBS) leadership

    Mehdi Hosseini's questions to Rambus Inc (RMBS) leadership • Q2 2025

    Question

    Mehdi Hosseini of SIG asked for details on the product revenue mix between DDR5 RCDs and new companion chips, and whether the growth from new products would continue. He also inquired about the drivers for the sequential increase in silicon IP revenue and the long-term opportunities in the PC market versus CXL.

    Answer

    CEO Luc Seraphin clarified that new companion chips contributed a low single-digit percentage to Q2 product revenue, expected to rise to mid-to-upper single digits in Q3, with momentum continuing into 2026. CFO Desmond Lynch explained the Q2 silicon IP revenue increase was driven by more customizable IP sales, reflecting strong demand for HBM4, PCIe 7, and security solutions. Seraphin added that MRDIMM is expected to address memory expansion use cases, while the client PC market represents a separate growth vector for companion chips.

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    Mehdi Hosseini's questions to Rambus Inc (RMBS) leadership • Q1 2025

    Question

    Mehdi Hosseini asked about the cause of the sequential decline in product gross margin, the outlook for product revenue, and the potential for a material revenue step-up from HBM4, questioning if the lumpiness in Silicon IP is due to product migration or customer diversification.

    Answer

    CFO Desmond Lynch attributed the slight Q1 product gross margin dip to normal, annual mid-single-digit price negotiations, and projected stronger margins in the second half from mix improvements and cost savings. CEO Luc Seraphin explained that HBM4 licensing is ongoing but lumpy, clarifying that the Q4-to-Q1 revenue fluctuation in Silicon IP was driven by the timing of customer tape-outs rather than a specific technology or diversification trend.

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    Mehdi Hosseini's questions to Rambus Inc (RMBS) leadership • Q4 2024

    Question

    Mehdi Hosseini questioned the recent increase in R&D spending and its expected revenue timeline, and also asked about the revenue recognition model for advanced IP like HBM4 and GDDR7.

    Answer

    CEO Luc Seraphin attributed higher R&D to accelerating the product roadmap for AI opportunities. CFO Desmond Lynch projected R&D would remain 23-25% of revenue. Seraphin clarified that for Silicon IP, revenue is recognized upon licensing, not end-product shipment, and that strong HBM IP adoption drove an exceptionally strong Q4 for the business.

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    Mehdi Hosseini's questions to Rambus Inc (RMBS) leadership • Q3 2024

    Question

    Mehdi Hosseini of Susquehanna International Group inquired about the drivers of the 2024 incremental product revenue growth, the outlook for product gross margins, the IP content differences between HBM3 and HBM4, and the company's expected operating leverage.

    Answer

    CEO Luc Seraphin attributed product revenue growth primarily to DDR5 market share gains, with a growing but still modest contribution from companion chips. CFO Desmond Lynch projected full-year 2024 product gross margins at 61-62% and noted that while R&D spending will increase, SG&A should provide leverage as revenue grows. Seraphin added that the main difference between HBM IP generations is increased speed.

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    Mehdi Hosseini's questions to Taiwan Semiconductor Manufacturing Co Ltd (TSM) leadership

    Mehdi Hosseini's questions to Taiwan Semiconductor Manufacturing Co Ltd (TSM) leadership • Q2 2025

    Question

    Mehdi Hosseini questioned if TSMC's capital intensity would need to rise back above 40% to support the N2 ramp, similar to past node transitions. He also asked if the A16 node represents the point where AI and HPC applications move to the leading edge, rather than lagging by a node.

    Answer

    SVP & CFO Mr. Wendell Huang responded that capital intensity is not a target and expects revenue growth to outpace CapEx growth, thus keeping the ratio in check. Chairman & CEO Dr. C.C. Wei explained that A16's significant power efficiency improvements are a critical value for AI data centers, driving customers to adopt the leading-edge node more quickly than in the past.

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    Mehdi Hosseini's questions to Dell Technologies Inc (DELL) leadership

    Mehdi Hosseini's questions to Dell Technologies Inc (DELL) leadership • Q1 2026

    Question

    Mehdi Hosseini from SIG questioned the durability of the massive $12 billion in AI server bookings. He asked if this backlog is expected to cover the entire fiscal year and whether investors should anticipate a sharp decline in orders in the next quarter before a potential rebound.

    Answer

    Jeff Clarke, Vice Chairman and COO, responded that it's still early in the year and that Dell's five-quarter pipeline remains significantly larger than its $14.4 billion backlog. He clarified that the backlog includes orders with delivery schedules beyond Q2, based on customer readiness. The company's job is to continue converting the large pipeline into new orders throughout the year. CFO Yvonne McGill added that they remain optimistic about additional opportunities beyond the current backlog.

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    Mehdi Hosseini's questions to Dell Technologies Inc (DELL) leadership • Q3 2025

    Question

    Mehdi Hosseini of SIG asked about Dell's underlying assumptions for the mix of server architectures (HGX, DGX, MGX) as key customers migrate from the Hopper to the Blackwell platform.

    Answer

    Executive Jeffrey Clarke emphasized Dell's open-based architecture, exemplified by the new IR 7000 rack. He explained this design's thermal and power headroom allows it to quickly accommodate any combination of new technologies based on customer needs, rather than being locked into a specific architecture, providing flexibility and speed.

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    Mehdi Hosseini's questions to NetApp Inc (NTAP) leadership

    Mehdi Hosseini's questions to NetApp Inc (NTAP) leadership • Q4 2025

    Question

    Mehdi Hosseini of Susquehanna International Group, LLP asked for an updated view on the all-flash array cycle, questioning if the 12% CAGR from FY23-FY25 would continue in FY26 or if a deceleration was expected before a re-acceleration.

    Answer

    CEO George Kurian stated that the transition from 10k HDDs to all-flash is still in its early-to-mid stages, providing plenty of runway for growth. He noted the pace is driven by new priority workloads like AI, which are predominantly all-flash, and by the tech refresh cycle, which is more sensitive to the GDP outlook. He added that while public benchmarks for the all-flash market show a slight slowdown from 12% to 9%, NetApp expects to grow at or above the market rate.

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    Mehdi Hosseini's questions to NetApp Inc (NTAP) leadership • Q3 2025

    Question

    Mehdi Hosseini asked for an update on the competitive landscape, the progress of increasing the QLC flash mix to improve costs, and the competitive outlook for the remainder of the year.

    Answer

    CEO George Kurian stated that there were no fundamental changes to the competitive landscape, which remains consistently competitive. He emphasized the strength of NetApp's fully refreshed product portfolio, including the C-Series and ASA families, which are gaining traction and winning new footprints without any significant shift in competitive dynamics.

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    Mehdi Hosseini's questions to NetApp Inc (NTAP) leadership • Q1 2025

    Question

    Mehdi Hosseini expressed concern about the sustainability of the 20%+ all-flash growth, asking about the risk of deceleration in FY26, and also inquired about the current and future mix of QLC NAND.

    Answer

    CEO George Kurian expressed confidence in sustained growth, citing a much broader product portfolio than in the past and noting that pure-play storage vendors are outperforming integrated system vendors. He also stated that QLC NAND currently represents roughly half of the flash business and is expected to grow as a percentage of the total mix.

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    Mehdi Hosseini's questions to Nutanix Inc (NTNX) leadership

    Mehdi Hosseini's questions to Nutanix Inc (NTNX) leadership • Q3 2025

    Question

    Mehdi Hosseini of Susquehanna Financial Group asked about the future drivers of ARR growth, including product diversification and AI, and sought clarification on the change to a 20% long-term non-GAAP tax rate.

    Answer

    President and CEO Rajiv Ramaswami outlined multiple growth levers, including an expanding product portfolio (cloud management, modern apps, AI) and three expansion vectors with customers. CFO Rukmini Sivaraman clarified that the change to a 20% non-GAAP tax rate is for reporting consistency and does not impact cash taxes, which are expected to remain in the mid-to-high single-digit percentage range of pre-tax profit.

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    Mehdi Hosseini's questions to Applied Materials Inc (AMAT) leadership

    Mehdi Hosseini's questions to Applied Materials Inc (AMAT) leadership • Q2 2025

    Question

    Mehdi Hosseini asked about the key assumptions behind the low and high ends of the widened revenue guidance range for the third quarter.

    Answer

    CFO Brice Hill stated that the guidance range was widened from ±$400 million to ±$500 million for two main reasons: the company's revenue base is larger, and there is increased volatility in the macroeconomic, geopolitical, and trade environments. CEO Gary Dickerson concurred, citing the combination of revenue size and regulatory uncertainty.

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    Mehdi Hosseini's questions to Applied Materials Inc (AMAT) leadership • Q2 2025

    Question

    Mehdi Hosseini asked about the key assumptions behind the widened revenue guidance range for the third quarter, which was increased to plus or minus $500 million.

    Answer

    CFO Brice Hill explained the decision to widen the guidance range was based on two factors: the company's larger revenue base and increased volatility in the macroeconomic, geopolitical, and trade environments. CEO Gary Dickerson concurred, citing the combination of revenue size and regulatory uncertainty.

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    Mehdi Hosseini's questions to Applied Materials Inc (AMAT) leadership • Q1 2025

    Question

    Mehdi Hosseini asked when the Semiconductor Systems (SSE) backlog might show an inflection and begin growing, and whether the small China-related impact to the AGS backlog was due to its multi-year nature.

    Answer

    CFO Brice Hill confirmed that the large AGS backlog is due to multi-year contracts, which average around 2.9 years in length. Regarding the SSE backlog, he stated the company no longer reports it quarterly as it has normalized post-COVID and is not a good indicator of underlying business trends, offering no new information beyond the 10-K.

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    Mehdi Hosseini's questions to Super Micro Computer Inc (SMCI) leadership

    Mehdi Hosseini's questions to Super Micro Computer Inc (SMCI) leadership • Q3 2025

    Question

    Mehdi Hosseini questioned the company's capacity figures, asking for a reconciliation between aggressive CapEx spending and the seemingly unchanged capacity of 5,000 racks per month. He also asked for an update on the company's search for a new CFO.

    Answer

    CEO Charles Liang clarified that the 5,000 racks/month capacity is for the USA facility, and the company is now also growing capacity in Taiwan, Malaysia, and the Netherlands. CFO David Weigand added that the Malaysia facility will be fully enabled for large-scale rack production by the end of the calendar year. Regarding the CFO search, Charles Liang stated the company is always aggressively looking for more talent, including for the CFO position, as it continues to grow.

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    Mehdi Hosseini's questions to Super Micro Computer Inc (SMCI) leadership • Q1 2025

    Question

    Mehdi Hosseini questioned the drivers of the strong operating cash flow, given that inventory and DSO increased. He also asked for an update on total production capacity and the current utilization rate, particularly with the new Malaysia facility.

    Answer

    CFO David Weigand attributed the positive cash flow to a combination of slower revenue growth (which consumes less working capital), higher gross profit, and an increase in accounts payable. CEO Charles Liang added that the company has built significant capacity for future growth in the US, Taiwan, and Malaysia, but estimated the current utilization rate is relatively low, around 50%, while awaiting new chip supply.

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    Mehdi Hosseini's questions to GlobalFoundries Inc (GFS) leadership

    Mehdi Hosseini's questions to GlobalFoundries Inc (GFS) leadership • Q1 2025

    Question

    Mehdi Hosseini asked about the drivers of growth in the Home and IoT segment, specifically the mix of volume versus pricing, and its effect on inventory visibility. He also questioned the drivers behind the lower-than-expected smart mobile revenue, asking if it was due to inventory build or consumer demand.

    Answer

    President and COO Niels Anderskouv noted that IoT inventory levels have normalized and highlighted strong Q1 design wins in WiFi 7, connected MCUs, and medical devices. CFO John Hollister explained that the smart mobile revenue was impacted by two factors: the roll-off of prior-year underutilization payments and typical seasonality, adding that the segment is expected to ramp throughout the year.

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    Mehdi Hosseini's questions to GlobalFoundries Inc (GFS) leadership • Q3 2024

    Question

    Mehdi Hosseini of Susquehanna International Group requested details on recent design wins, asking which market segments they are in and when they might materially contribute to revenue. He also asked for guidance on the OpEx baseline, particularly SG&A, considering the impact of tax credits.

    Answer

    CEO Thomas Caulfield highlighted the focus on converting the sales funnel to outgrow the industry. CBO Niels Anderskouv provided a detailed overview of GF's four-pillar growth strategy, covering essential chip technologies (like 22FDX, RF SOI, SiPh), high-growth markets (auto, IoT), global manufacturing, and a balanced customer model. He noted 90% of recent wins are sole-source. CFO John Hollister stated OpEx is being managed carefully and that the advanced manufacturing tax credit should be estimated at roughly $10 million per quarter going forward.

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    Mehdi Hosseini's questions to Universal Display Corp (OLED) leadership

    Mehdi Hosseini's questions to Universal Display Corp (OLED) leadership • Q1 2025

    Question

    Mehdi Hosseini from SIG questioned if LG Display's tandem solution should be viewed as a 'bridge' for high-end devices before a wider mass adoption of a stand-alone phosphorescent blue. He also asked for the outlook on material gross margin.

    Answer

    CFO Brian Millard described LG's announcement of a tandem structure using UDC's phosphorescent material as a positive step toward commercial application, but deferred to customers on specific product strategies. Regarding margins, he reiterated the full-year total gross margin guidance of 76% to 77% and advised focusing on total gross margin rather than material-specific margin due to mix variability.

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    Mehdi Hosseini's questions to Universal Display Corp (OLED) leadership • Q4 2024

    Question

    Mehdi Hosseini inquired about the phosphorescent blue material, asking about the diversity of customers evaluating it and whether the commercialization timeline is uniform across all partners. He also asked for a quantification of the R&D revenue generated from blue materials in 2024.

    Answer

    CFO Brian Millard confirmed that Universal Display is working with multiple customers across various regions on its blue material. He clarified that the "months, not years" timeline refers to UDC achieving a commercial design win with a customer, without specifying individual customer progress. Millard disclosed that blue material sales, primarily emitters, totaled $4.6 million in 2024.

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    Mehdi Hosseini's questions to Western Digital Corp (WDC) leadership

    Mehdi Hosseini's questions to Western Digital Corp (WDC) leadership • Q3 2025

    Question

    Mehdi Hosseini from SIG inquired about the company's strategy for procuring key HAMR components, particularly after a competitor's acquisition of Intevac. He also asked for an update on the search for a permanent CFO.

    Answer

    CEO Irving Tan stated that the competitor's acquisition has no impact, as Western Digital has diversified its supply chain with alternate sources and believes healthy suppliers benefit from serving multiple customers. He added that the search for a permanent CFO is progressing well and thanked Don Bennett for his excellent performance in the interim role.

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    Mehdi Hosseini's questions to Lam Research Corp (LRCX) leadership

    Mehdi Hosseini's questions to Lam Research Corp (LRCX) leadership • Q1 2025

    Question

    Mehdi Hosseini asked for a framework to understand WFE spending by investment type (strategic vs. capacity) and questioned the sustainability of the high operating margin drop-through.

    Answer

    CEO Timothy Archer emphasized focusing on Lam's long-term outperformance driven by product alignment with key technology inflections, which he sees as more critical than short-term WFE shifts. CFO Doug Bettinger explained that the strong profitability reflects deliberate R&D investments to capture growth opportunities and that the company feels good about delivering record operating margins while investing for the future.

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    Mehdi Hosseini's questions to Micron Technology Inc (MU) leadership

    Mehdi Hosseini's questions to Micron Technology Inc (MU) leadership • Q2 2025

    Question

    Mehdi Hosseini asked if Micron's stated 'best competitive position' implies a potential for record earnings, referencing the 2018 peak. He followed up by asking for more clarity on the longevity and magnitude of the earnings opportunity, given the gradual product mix shift and ongoing market cyclicality.

    Answer

    Chief Business Officer Sumit Sadana explained that the 'best competitive position' refers to product and technology leadership, highlighting share gains in high-margin segments like HBM, high-capacity DIMMs, and data center SSDs. CFO Mark Murphy added that while financial potential is shaped by market conditions, the AI-driven demand and disciplined supply create a favorable setup. He noted that overall industry profitability is still impacted by elevated inventory levels from the recent downturn, but these are improving.

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    Mehdi Hosseini's questions to Advanced Energy Industries Inc (AEIS) leadership

    Mehdi Hosseini's questions to Advanced Energy Industries Inc (AEIS) leadership • Q4 2024

    Question

    On behalf of Mehdi Hosseini, a representative from Susquehanna asked for color on the 2025 OpEx growth outlook relative to revenue growth. The question also probed whether the semiconductor business pickup was due to inventory refresh or underlying demand, and asked for an update on trends in the networking business.

    Answer

    CFO Paul Oldham projected that full-year operating expenses would grow at less than half the rate of revenue growth. CEO Stephen Kelley stated that while some semi customers may be refreshing inventory, he believes demand has reached an equilibrium point. Regarding the Telecom and Networking business, Kelley described it as a flat business that is no longer a growth engine for the company, as the focus has shifted to semiconductor, data center, and industrial & medical markets.

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    Mehdi Hosseini's questions to ASML Holding NV (ASML) leadership

    Mehdi Hosseini's questions to ASML Holding NV (ASML) leadership • Q4 2024

    Question

    Mehdi Hosseini requested an update on the throughput for the NXE:3800E system and asked about ASML's long-term capacity planning strategy, specifically regarding the balance between reducing lead times and building a longer backlog.

    Answer

    CFO Roger Dassen stated that the max throughput of 220 wafers per hour for the NXE:3800E has been demonstrated and is being rolled out to new tools and upgraded on systems in the field during the year. He explained that the long-term capacity goal is to offer customers a 'normal' and manageable order lead time. ASML is building the necessary infrastructure and securing long-lead-time items to have the flexibility to respond to accelerating demand without creating excessively long backlogs.

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    Mehdi Hosseini's questions to Pure Storage Inc (PSTG) leadership

    Mehdi Hosseini's questions to Pure Storage Inc (PSTG) leadership • Q3 2025

    Question

    Mehdi Hosseini asked for the estimated exabyte shipment in the current fiscal year (FY25) to better contextualize the scale of the double-digit exabyte shipments expected from the hyperscaler win in FY27.

    Answer

    CEO Charles Giancarlo responded that there will be no substantial shipments in the current fiscal year, with deployments limited to very low volumes for test and pre-production environments, perhaps in the range of one or two systems.

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    Mehdi Hosseini's questions to Pure Storage Inc (PSTG) leadership • Q2 2025

    Question

    Mehdi Hosseini asked if Pure's traction with data centers is primarily being captured in product revenue while the Evergreen subscription model is still scaling.

    Answer

    CEO Charles Giancarlo clarified that Evergreen//One is sold into all environments, including large enterprises, MSPs, and other clouds. He noted that the run rate for smaller, 'commercial' Evergreen//One deals is very strong and that all such sales, regardless of customer type, are included in the TCV forecast.

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