Market PerformanceRobust demand in the September quarter led to a beat and raise quarter, indicating strong market performance despite FX headwinds.
ProfitabilityHigh fab loadings and cost reductions are driving gross margins back to multi-year highs, which is beneficial for the company's profitability.
Revenue GrowthThe outlook points to revenue growth of +35% year-over-year based on AI strength, which is a positive indicator for the company's future performance.