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 Michael R. Hsing asked: We have all these shortages in the industry. We pull it off. Okay? Management Tony Balow answered: Deming platform refreshes that drive content, then, of course, CPU. And we saw all that was very strong in Q2. And I think since you are kind of talking about the sustainability of that, there is probably a couple of different ways, additional Michael said. I always start channeling and inventory. is 1 indicator, and that remains very low. So we believe that is continuing to sell through. Over time. And I think right now, based on what we can see, we are willing to raise floor for that particular end market from 85% for the year to 130% for the year.管理层陈述
电话会期间：2026 Q2 · 2026-07-30
指引：托尼·巴洛表示：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。需求与订单：托尼·巴洛表示：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格局。分析师问答
分析师迈克尔·R·辛称我们克服了行业内的所有短缺问题。托尼·巴洛回应，带动需求的戴明平台更新及CPU业务第二季度表现强劲；渠道和库存是衡量可持续性的指标，目前库存仍低位运行，产品持续售出；基于当前情况，我们将该终端市场全年预期下限从85%上调至130%。This earnings-call 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.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
