Management remarks
Call period: 2026 Q2 · 2026-07-30
Guidance: Tony Balow: We received initial orders for high speed DDR5 memory we expect to grow our SAM into next year.Demand and orders: Tony Balow: All end markets grew sequentially with enterprise data growing 45% as we continue to see strong broad based ordering patterns.Analyst Q&A
Analyst Joseph Quatrochi asked: You talked about 1.5 thousand new design sockets year to date. How should we think about the ramp-up revenue from those new wins as well? Management Tony Balow answered: I think we land on a year over year basis, we are still thinking the end market can be in the mid teens kind of year over year. The 1 thing about the ramp that gives us additional confidence is that it is very broadly based. it is not isolated to 1 or 2 customers for what Michael was talking about and so the diversification that we look for in all of our end markets right now. They called out the 1.5 thousand specifically to show that is not just very much focused on ADAS, which has been a historical strength for us.管理层陈述
电话会期间：2026 Q2 · 2026-07-30
指引：托尼·巴洛：我们已收到高速DDR5内存的首批订单，预计明年将扩大我们的可服务市场（SAM）。需求与订单：托尼·巴洛：所有终端市场均实现环比增长，其中企业数据业务增长45%，我们持续看到强劲的全方位订单态势。分析师问答
分析师约瑟夫·夸特罗基：你此前提到年初至今已有1500个新设计插槽，我们应如何看待这些新中标项目带来的收入爬坡情况？管理层托尼·巴洛：我们认为同比来看终端市场增速有望达到两位数中段水平，此次收入爬坡覆盖范围广泛，并非仅局限于一两家客户，我们当前在所有终端市场都追求多元化。他们特意提及这1500个插槽，就是为了说明增长并非仅集中在我们传统优势领域的高级驾驶辅助系统（ADAS）上。This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
