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By device segments, we expect overall memory WFE to be down in the mid-40% range compared to last year and non-memory segments to be down approximately 10%.
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2023 Q4
30 Jul 23
we see WFE spending in 2023 tracking to the mid $70 billion range with the upside coming from domestic China related spending as well as strong growth in high bandwidth memory or HBM related demand
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2023 Q4
30 Jul 23
it was at a decade long low point for us
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2023 Q3
23 Apr 23
technology conversions occur first
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2023 Q3
23 Apr 23
technology additions will come before capacity additions
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2023 Q3
23 Apr 23
The next thing they will do is convert the installed base
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2023 Q3
23 Apr 23
We expect CSBG will be down a little bit this year, but obviously, a lot more resilient than overall WFE.
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2023 Q3
23 Apr 23
I think leading edge foundry is a bit weaker
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2023 Q3
23 Apr 23
we saw incremental strength in mature nodes
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2023 Q3
23 Apr 23
it's down 50% memory in total
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2023 Q3
23 Apr 23
if you're guiding 31 I mean -- I mean your foundry plus logic in this quarter was almost 1.6%
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2023 Q3
23 Apr 23
memory industry about utilization cuts and even some throughout the different segments of the markets. That clearly hits our spares and services business as customers look to save money in the near term, the idle tools. They also burn off some of the inventory they might have built up over the last couple of years.
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2023 Q3
23 Apr 23
Can you give an example of what can ship now that was assumed to not be able to ship in the past?
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2023 Q3
23 Apr 23
a few hundred million dollars
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2023 Q3
23 Apr 23
The sequential decline reflects a soft memory environment and the normalization of back order systems that occurred in the March quarter.
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2023 Q3
23 Apr 23
We continue to track towards our long-term capital return plans of returning 75% to 100% of our free cash flow.
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2023 Q3
23 Apr 23
R&D expenses comprised nearly 70% of our operating expenses
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2023 Q3
23 Apr 23
Operating expenses were $608 million in the March quarter, down 11% from the prior quarter
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2023 Q3
23 Apr 23
utilization levels decline at the memory customers which negatively impacted both spares and service businesses
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2023 Q3
23 Apr 23
n the United States, we had a record revenue from a dollar perspective in the March quarter, which represented 16% of our total revenues
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2023 Q3
23 Apr 23