“We expect that to come back first followed by the activity in RF and mixed signal chip testing.”

In context

“y? Just some color there would be helpful. Ram Krishnan: No, we did not miss any orders. I think orders came in as per expectations. And I think the way we've actually baked in the plan is even if orders stayed flat to slight sequential growth from what we did in Q2, given the easier comparisons, will improve in the second half and then go positive into '25. Certainly, as Lal mentioned, the green shoots in the defense part of their business, we've been very strong. We're starting to see projects unlock on the battery testing side from an EV perspective. So we're starting to see activity come through. Again, the one segment which hasn't seen the recovery, which typically we play in, RF and mixed signal in semiconductors. The memory and the logic piece is not a big piece of our business. We expect that to come back first followed by the activity in RF and mixed signal chip testing. So that recovery is really what's pushed out by 6 months. But outside of that, everything is coming in as expected. Operator: The next question is from Steve Tusa, JPMorgan. C. Stephen Tusa: So I'm just trying to kind of calibrate the second half a little better. I think you guys, typically from a seasonal perspective, more or less accelerate sequentially as you move through the year. This year seems like it's a bit more kind of flat just from a quarter-to-quarter sales perspective and then with much less of a ramp from 3Q to 4Q. Anything on the top line seasonally that is not as -- is not normal, is a little slower than usual on the core business, outside of NATI and outside of Aspen? Ram Krishnan: No, actually -- and the way I see it is our second half versus first half will be up hi”