I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White
Buy this product here: I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Home page: TAGOTEE SHOP —————————————————————————————————— I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Harlan Sur — J.P. Morgan — Analyst Hi. Good afternoon. Great job on the quarterly execution and results. On the mature foundry, logic, and specialty manufacturing segments of the market, your ICAPS business. I think you guys had said, lastly, you expected this business to be $3 billion-plus business for the team this year. But since then, I mean, the supply demand gap for the analog, microcontroller, power, MEMS guys is actually widening to somewhere around 20% to 40%, in addition to the secular content gains that you guys talked about in auto and industrial. And some of these customers are saying that they can’t get two deliveries on orders placed today until next year. So do you guys have a revised estimate on your ICAPS business this year? And similar to your overall business, do you guys expect ICAPs to grow in 2022? Dan Durn — Chief Financial Officer Thanks, Harlan. Let me jump in and see if Gary wants to offer additional color after I take a crack at this. So we saw this trend toward more robust spending from a trailing node geometry, a specialty node geometry. Several years ago, we reorganized the organization. We’ve got leadership driving this group. And the company is performing incredibly well against this opportunity. We talked about this segment of our business being greater than $3 billion. We don’t want to be more specific than that for competitive reasons, but it’s much greater than $3 billion. But we’ll just leave it at greater than $3 billion for now. Company has got great technology, great leadership positions. And then from a margin structure standpoint, it’s accretive to the overall company margin. And so as this business continues to grow for us and we continue to outperform, we think it’s going to be value-accretive for our investors. And so we feel good about how we’re positioned and our ability to drive this market. Like we talked about, we’re planning for our business to be up second half over first half. We’ve got an ability to continue to drive output and delivery of technology to customers. So we feel good about how we’re positioned in this market as a key enabler of our customers to be able to satisfy their customers. So again, we saw this trend early, and it’s going to be a really value-accretive part of our business, a nice piece of our business going forward. Harlan Sur — J.P. Morgan — Analyst Absolutely. Thank you. Dan Durn — Chief Financial Officer I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White see more: https://tagotee.com/product/chicken-come-here-ill/ #beutee #tagotee #beer #chicken #swim #trunks Visit our Social Network: TAGOTEE Pinterest, Twitter , Instagram and Our blog TAGOTEE over-blog, Tagotee blogspot I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Buy this product here: I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Home page: TAGOTEE SHOP —————————————————————————————————— I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Harlan Sur — J.P. Morgan — Analyst Hi. Good afternoon. Great job on the quarterly execution and results. On the mature foundry, logic, and specialty manufacturing segments of the market, your ICAPS business. I think you guys had said, lastly, you expected this business to be $3 billion-plus business for the team this year. But since then, I mean, the supply demand gap for the analog, microcontroller, power, MEMS guys is actually widening to somewhere around 20% to 40%, in addition to the secular content gains that you guys talked about in auto and industrial. And some of these customers are saying that they can’t get two deliveries on orders placed today until next year. So do you guys have a revised estimate on your ICAPS business this year? And similar to your overall business, do you guys expect ICAPs to grow in 2022? Dan Durn — Chief Financial Officer Thanks, Harlan. Let me jump in and see if Gary wants to offer additional color after I take a crack at this. So we saw this trend toward more robust spending from a trailing node geometry, a specialty node geometry. Several years ago, we reorganized the organization. We’ve got leadership driving this group. And the company is performing incredibly well against this opportunity. We talked about this segment of our business being greater than $3 billion. We don’t want to be more specific than that for competitive reasons, but it’s much greater than $3 billion. But we’ll just leave it at greater than $3 billion for now. Company has got great technology, great leadership positions. And then from a margin structure standpoint, it’s accretive to the overall company margin. And so as this business continues to grow for us and we continue to outperform, we think it’s going to be value-accretive for our investors. And so we feel good about how we’re positioned and our ability to drive this market. Like we talked about, we’re planning for our business to be up second half over first half. We’ve got an ability to continue to drive output and delivery of technology to customers. So we feel good about how we’re positioned in this market as a key enabler of our customers to be able to satisfy their customers. So again, we saw this trend early, and it’s going to be a really value-accretive part of our business, a nice piece of our business going forward. Harlan Sur — J.P. Morgan — Analyst Absolutely. Thank you. Dan Durn — Chief Financial Officer I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White see more: https://tagotee.com/product/chicken-come-here-ill/ #beutee #tagotee #beer #chicken #swim #trunks Visit our Social Network: TAGOTEE Pinterest, Twitter , Instagram and Our blog TAGOTEE over-blog, Tagotee blogspot
Buy this product here: I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Home page: TAGOTEE SHOP —————————————————————————————————— I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Harlan Sur — J.P. Morgan — Analyst Hi. Good afternoon. Great job on the quarterly execution and results. On the mature foundry, logic, and specialty manufacturing segments of the market, your ICAPS business. I think you guys had said, lastly, you expected this business to be $3 billion-plus business for the team this year. But since then, I mean, the supply demand gap for the analog, microcontroller, power, MEMS guys is actually widening to somewhere around 20% to 40%, in addition to the secular content gains that you guys talked about in auto and industrial. And some of these customers are saying that they can’t get two deliveries on orders placed today until next year. So do you guys have a revised estimate on your ICAPS business this year? And similar to your overall business, do you guys expect ICAPs to grow in 2022? Dan Durn — Chief Financial Officer Thanks, Harlan. Let me jump in and see if Gary wants to offer additional color after I take a crack at this. So we saw this trend toward more robust spending from a trailing node geometry, a specialty node geometry. Several years ago, we reorganized the organization. We’ve got leadership driving this group. And the company is performing incredibly well against this opportunity. We talked about this segment of our business being greater than $3 billion. We don’t want to be more specific than that for competitive reasons, but it’s much greater than $3 billion. But we’ll just leave it at greater than $3 billion for now. Company has got great technology, great leadership positions. And then from a margin structure standpoint, it’s accretive to the overall company margin. And so as this business continues to grow for us and we continue to outperform, we think it’s going to be value-accretive for our investors. And so we feel good about how we’re positioned and our ability to drive this market. Like we talked about, we’re planning for our business to be up second half over first half. We’ve got an ability to continue to drive output and delivery of technology to customers. So we feel good about how we’re positioned in this market as a key enabler of our customers to be able to satisfy their customers. So again, we saw this trend early, and it’s going to be a really value-accretive part of our business, a nice piece of our business going forward. Harlan Sur — J.P. Morgan — Analyst Absolutely. Thank you. Dan Durn — Chief Financial Officer I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White see more: https://tagotee.com/product/chicken-come-here-ill/ #beutee #tagotee #beer #chicken #swim #trunks Visit our Social Network: TAGOTEE Pinterest, Twitter , Instagram and Our blog TAGOTEE over-blog, Tagotee blogspot I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Buy this product here: I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Home page: TAGOTEE SHOP —————————————————————————————————— I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White Harlan Sur — J.P. Morgan — Analyst Hi. Good afternoon. Great job on the quarterly execution and results. On the mature foundry, logic, and specialty manufacturing segments of the market, your ICAPS business. I think you guys had said, lastly, you expected this business to be $3 billion-plus business for the team this year. But since then, I mean, the supply demand gap for the analog, microcontroller, power, MEMS guys is actually widening to somewhere around 20% to 40%, in addition to the secular content gains that you guys talked about in auto and industrial. And some of these customers are saying that they can’t get two deliveries on orders placed today until next year. So do you guys have a revised estimate on your ICAPS business this year? And similar to your overall business, do you guys expect ICAPs to grow in 2022? Dan Durn — Chief Financial Officer Thanks, Harlan. Let me jump in and see if Gary wants to offer additional color after I take a crack at this. So we saw this trend toward more robust spending from a trailing node geometry, a specialty node geometry. Several years ago, we reorganized the organization. We’ve got leadership driving this group. And the company is performing incredibly well against this opportunity. We talked about this segment of our business being greater than $3 billion. We don’t want to be more specific than that for competitive reasons, but it’s much greater than $3 billion. But we’ll just leave it at greater than $3 billion for now. Company has got great technology, great leadership positions. And then from a margin structure standpoint, it’s accretive to the overall company margin. And so as this business continues to grow for us and we continue to outperform, we think it’s going to be value-accretive for our investors. And so we feel good about how we’re positioned and our ability to drive this market. Like we talked about, we’re planning for our business to be up second half over first half. We’ve got an ability to continue to drive output and delivery of technology to customers. So we feel good about how we’re positioned in this market as a key enabler of our customers to be able to satisfy their customers. So again, we saw this trend early, and it’s going to be a really value-accretive part of our business, a nice piece of our business going forward. Harlan Sur — J.P. Morgan — Analyst Absolutely. Thank you. Dan Durn — Chief Financial Officer I Like Beer And Roller Coasters And Maybe 3 People Vintage Retro T-shirts White see more: https://tagotee.com/product/chicken-come-here-ill/ #beutee #tagotee #beer #chicken #swim #trunks Visit our Social Network: TAGOTEE Pinterest, Twitter , Instagram and Our blog TAGOTEE over-blog, Tagotee blogspot
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