“These outstanding results exceed our target model on a quarterly run rate basis, and our current quarter outlook is expected to cap a string of results that validate the model on an annualized basis.” (CEO)
“We continue to benefit from our leadership position at the intersection of high-performance compute and advanced packaging, two powerful trends transforming the semiconductor industry.” (CEO)
“We're proud to say that in Q1 '26, we achieved this target on a run rate basis, but we're even prouder of how we achieved it, driving what we believe are durable gross margin improvements.” (CFO)
“The trajectory of gross margin improvement and attainment of our target model is now evident, but our journey is not over.” (CFO)