“In terms of silicon, we've secured our supply through the calendar year '26 for the next 8 months anyway.”

In context

“t to remind you, this is one of the big advantages of Silicon One. It's one of the big advantages. We control so much more of our supply chain, and we don't have the number of dependencies that others may have. But Mark, do you want to go through some of the -- I think you should talk a little bit about some of the actions we've taken too and then how we're feeling and the fact that we haven't really seen any decommits at all. Do you want to go through that... Mark Patterson: That's right. Happy to, Chuck. So yes, I think that, as Chuck was saying, I think the fact that we design our own silicon really gives us greater control end to end. I mean the fact that we're directly managing wafers, substrates, assembly and test really gives us much more control over the supply chain, if you will. In terms of silicon, we've secured our supply through the calendar year '26 for the next 8 months anyway. And then normal negotiations are active and underway on calendar '27. I think if you look at memory, there's been a number of initiatives. There's 20-plus programs that we put into place that are active to reduce the memory utilization across the portfolio, an example of which is in the wireless space, you'll see products that will become orderable in Q4 that will actually require 50% less memory. And so that's a big positive. I think that the other thing is we're investing in new capacity. You've probably seen the announcement that we made on our strategic investment in -- in a 3-year supply agreement with them as well. That's going to really help us. The fact that we are also moving a number of different -- in a number of different places from DDR4 to DDR5 and those conversion projects”