“Overall, CCPG is likely to be up a bit, but I think it will be driven by good growth on the edge and client will be flattish.”

In context

“David Zinsner : Yes. I mean client obviously exceeded expectations. I would say it was largely ASP, of which some of that was mix related. Some of that was our own like-for-like changes in ASPs where we thought we had seen some inflation on our cost and needed to pass that on to the end customer. When you look at it year-over-year, it's definitely down that market. It had a really good 2025 because of the Windows refresh. So it was coming off a little bit as it relates to that. And then, of course, memory in terms of cost and even availability, I think, has caused that market to be a little softer. But we've kind of skewed the mix to the higher end, and that helped a lot in terms of ASPs and helped it perform. I'd say as we look into next quarter, probably on a revenue basis, it's going to be kind of flattish for us. Overall, CCPG is likely to be up a bit, but I think it will be driven by good growth on the edge and client will be flattish. Underlying that, the market is softer. I mean they are -- I think that market is struggling with the memory dynamics in the marketplace. So we think it will be down in the quarter, but because they have been living relatively tight with inventory on CPUs, we likely would see some build in CPUs for Q3. And then Q4, I think it will be -- we'll start to experience that in our own business and be soft. The good news for us is we need it because we need the CPUs for the data center side. We can't fulfill the demand, as Lip-Bu was mentioning. So we'll pivot as much of the production as possible over to CPUs and data centers to try to do our best to catch up to what is a pretty significant difference between our ability to supply and the demand out there.”