“I would just say Lip Bu had a target as we came into the year for the end of this year, and we are probably going to hit that around the middle of this year.”

In context

“get very attractive pricing relative to some other areas of the foundry business. We would expect this to be at least at foundry average gross margins over time. Operator: Certainly. Our next question comes from the line of Suneet Pajjuri from RBC. Your question, please. Suneet Pajjuri: Thank you. My first question is on 18A yields. Dave, you said the yields are better than you expected and look like they are improving further, but at the same time, it is still a headwind to your gross margin. Can you give us some context as to how much better they are? And as we go through the year, when do you expect that headwind to gross margin to become at least neutral? David Zinsner: 18A yields are a closely guarded proprietary piece of information for us, so we do not typically disclose specifics. I would just say Lip Bu had a target as we came into the year for the end of this year, and we are probably going to hit that around the middle of this year. He has done a very good job working the team to drive a better response there, and of course that carries on to next year’s expectations around yields. As we get towards the end of the year, on a combined product-plus-foundry basis, we will be in a relatively decent place in terms of the gross margins at Panther Lake. We have more work to do at the foundry level to drive gross margins to where we want to be—that is going to be multiple quarters before we get those to be foundry-average gross margins—but it is tracking better than we expected, which is good. We have focused a lot on yields. Lip Bu has brought in a lot of talent into that space, and we have brought in external partners that are particularly good at metrology, which has helped us execute better. We are starting to see the be”