“I will say that we have started executing price increases, yes. ... Some of it will start to play in, in Q3, but I expect that to continue into the fourth quarter.”

In context

“Haviv Ilan : Yes. Thanks, Harlan. I will just first -- let me just recap what we said in the previous call regarding the first half of the year. We now have the full 6 months behind us. And as we predicted, pricing was stable in the first half of the year remaining flat, if you will. And that's an above-average year for us, right? Typically, prices do go down a couple of points every year. And this time, they held. I will say that we have started executing price increases, yes. And because we go to the market direct, we have it -- the discussion. This is not a onetime discussion with our distribution channel. It's really a discussion customer by customer. So if you will, it will be -- it will be dependent on the customer. Some of it will start to play in, in Q3, but I expect that to continue into the fourth quarter. And also, some of our customers, we decide pricing once a year during our annual price discussions, and that happens only at the end of Q4. So that can continue also into the next year. Regarding the segments, meaning Analog and Embedded, look, where we see the most pressure, also within lead time escalations, I mentioned automotive. It's right now mainly on the Analog side. That's what we saw in the first part of the year. But I would say that Embedded is joining the trend. So if I can -- if I look at our opportunity for the second half of the year, I think we have an opportunity across all markets, but also across the 2 segments. I think the pricing discussions for Embedded will be more centered towards the next year.”