“we start to see some of the logjam break towards the end of the third quarter, which is why we're more flattish this quarter, but see upside in the fourth quarter.”

In context

“David Zinsner : Yes. I mean, obviously, we only guide 1 quarter out, which would be my standard response. That said, yes, I mean, of course, if we are able to start to see inventory improve or supply improve towards the end of the third quarter and into the fourth quarter, we would expect a lift from that. I would point out that while things will improve, we will not catch up. We will be behind in the fourth quarter. And I think the team internally, it's tight with wafers internally. I'm not -- I wouldn't dismiss that, but they have done a very good job trying to meet demand and upside us, upside Lip-Bu and I a bit in terms of what they've been able to accomplish. But our supply is a combination of the wafers that we manufacture internally plus advanced packaging like substrates. We've got T-glass. We have memory. And so procuring all of that is also a bit of a choke point for us. And in fact, I'd say in some of those areas are probably our most challenged parts of our supply chain. So we're working to improve that. That -- while front-end wafers can be a little bit more linear in terms of our improvement, some of those are a bit chunkier. And so we start to see some of the logjam break towards the end of the third quarter, which is why we're more flattish this quarter, but see upside in the fourth quarter.”