“When you think about the above seasonal guide, I think the contribution will come from all markets. The 3 markets that we've -- that drove the 2Q growth, meaning industrial, data center and automotive. But Q3 is traditionally a quarter of personal electronics strength. So I expect strong demand across the board.”

In context

“Haviv Ilan : Thanks, Harlan. I think you characterized what you're seeing well. The -- I think we -- right now, as we stand in July, we see a setup that -- of a stronger demand, and it's broader. It's not only in the last couple of quarters, it was really an industrial and data center play. Right now, we are seeing demand growing to the automotive market. I think my -- I'll talk about Q3. When you think about the above seasonal guide, I think the contribution will come from all markets. The 3 markets that we've -- that drove the 2Q growth, meaning industrial, data center and automotive. But Q3 is traditionally a quarter of personal electronics strength. So I expect strong demand across the board. Now regarding automotive, I think we saw a combination of a couple of things. I think we did see an uptick in -- and by the way, it developed throughout the quarter. So when we came to the call in April, we didn't have the same visibility. It built up as we went through the quarter, led by China. And I think it's really led by EVs and hybrids. Cost of fuel drove that, I believe. In addition, I think our automotive customers have taken their inventory to very low levels. And now as there is a little bit more demand, they find themselves in a situation that is not sustainable. I think that also drove part of the demand. I think we are in the start of a cycle that is very, very broad. That's kind of -- when I look at it right now, that would be my prediction.”