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we noted that our customer concentration, of our two largest customers has gone from down to from 12% to 20% or something are the new
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2022 Q3
11 Jan 23
$315 million to $355
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2022 Q3
11 Jan 23
with our current visibility, we are expecting mid to high single digit percentage declines in our revenues on a sequential basis
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2022 Q3
11 Jan 23
The initial forecast reductions centered primarily around the increasing softness seen in the memory markets and increasingly conservative commentary around memory CapEx going into 2023
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2022 Q3
11 Jan 23
inventory increased in support of customer demand. Accounts receivable also increased due to the timing of shipments weighted heavily to the end of the quarter, while our payments to suppliers increased driving payables down.
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2022 Q1
15 Sep 22
increasing cost and component supply issues faced in the quarter
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2022 Q1
15 Sep 22
Japan is the largest market for chemical delivery systems.
We continue to expect first production orders from the initial Japanese customer this quarter.
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2022 Q1
15 Sep 22
key component constraints to continue into the second half of the year, some of the shortages in Q1 have improved and we are shipping at a higher level quarter-to-date compared to this time last quarter.
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2022 Q1
15 Sep 22
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