“It's definitely going to go up. Granite is on Intel3, Panther Lake is on -- Meteor Lake is on Intel3 or 4 – called the 4 three way node; panther Lake is on 18A this year. So we'll see a pretty meaningful jump in the percentage of wafers that will be EUV, as we exit '25.”

In context

“ned 1% in 2023 with EUV wafer mix and that progressed to north of 5% this year. Can you give us a framework of how you would define success looking through 2025, maybe exiting the year as far as EUV wafer mix? And remind us again what the delta is in terms of cost structure, the margin dynamics of an EUV wafer. David Zinsner : Yes. Well, I'll say on the second part, maybe I'll answer that one first. I would say the price on those wafers goes up at 3 times the cost of those -- sorry, maybe said -- the blended ASP and cost goes up 3 times, as you go to 18A versus the cost. So it's a pretty dramatic improvement in gross margins as you move into 18A versus pre-EUV wafers. Probably, it would be tough for me to hazard a guess on exactly how we'll exit the year in terms of our percentage of EUV. It's definitely going to go up. Granite is on Intel3, Panther Lake is on -- Meteor Lake is on Intel3 or 4 – called the 4 three way node; panther Lake is on 18A this year. So we'll see a pretty meaningful jump in the percentage of wafers that will be EUV, as we exit '25. Ross Seymore : Aaron, do we have a follow-up question? Aaron Rakers : I do, and it's probably a dumb question, but I'm just going to ask it because I'm just a little confused that the SCIP impact, this $500 million to $700 million going to $1.2 billion. Just remind us again, though we are all clear that when you report EPS on a non-GAAP basis, that's in that EPS number, just so we -- I'm modeling it correctly. I'm sure my peers are already, but I want to make sure I've got that all clear in my head. David Zinsner : I just want to be clear. It's not just SCIP. I mean that includes the Mobileye income and will include the Altera income to some extent. But yes, all of that in the NCI, we do take it against our non-GAAP number to get our fully diluted non-GAAP EPS number. John Pitzer : Thank”