Channel check says we lost sixty to seventy percent of a Blackwell socket to Infineon and Renesas, okay? Our filings don't mention NVIDIA, Blackwell, or any socket loss. CEO said it flat: I don't see we lose any socket. The major socket at least. We keep winning. Design wins turn into revenue. Outside estimate and our account in direct conflict. Filings so far side with us. Whether detail surfaces later is something to watch.
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