“Ultimately, though, we do wanna see these AIPC products gain more traction in the market, and we're optimistic that happens in the year.”

In context

“. Thank you for that. The comment that you guys made about seven nanometer being constrained for the foreseeable future. Can you elaborate on why that is and what impact that might have? David Zinsner: Yeah. Oh, pretty simply, you know, we're doing better on Raptor Lake and Raptor Lake's an Intel seven part. And so, you know, we obviously plan out our network to be, you know, just to the edge in terms of, you know, capacity and, you know, when things shift meaningfully like they did, you know, we're gonna be hand them out. That said, you know, that's usually a good thing for the factory. When they're constrained, they, you know, leverage, the network to try to, you know, produce more wafers, and every wafer becomes less expensive as a result. So, you know, we do we obviously do like that. Ultimately, though, we do wanna see these AIPC products gain more traction in the market, and we're optimistic that happens in the year. Michelle Johnston Holthaus: Yeah. Maybe just to add on both seven and ten nanometer. Obviously, with the macroeconomic concerns that we see and just with the overall economy, we are particularly seeing consumer a stronger n minus one and n minus two demand in the market as those system price points tend to stay rather fixed. And so we've been doing our best to respond to that shift while at the same time in the commercial segment, we are seeing that Windows 10 refresh and a strong demand for AIPC. Think there's both good and bad news in that in that as you see n minus one, n minus two, as Dave talked about, you see a lot of that gross margin flow to the bottom line. It is also, you know, as the AIPC ramp slows, that's also good for gross margins. But I do want you to walk away with the fa”