https://staging.qna.cloud/asrnl/f/meeting-roomQuestions from the buyside. Answers from corporate managers. Just like in a conference 1x1 meeting.en-USTelligent Community 13 Non-ProductionMon, 29 Jun 2026 18:46:39 GMThttps://staging.qna.cloud/thread/154652?ContentTypeID=0Mon, 29 Jun 2026 18:46:38 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:e0033c0d-2ab5-4448-b2d8-628c94ba54b4QnATest Buysider1https://staging.qna.cloud/thread/154652?ContentTypeID=0https://staging.qna.cloud/asrnl/f/meeting-room/154652/key-areas-for-2024/rss?ContentTypeId=0You say your view on &#39;24 is still cautious but could always change as the year progresses. What are the key areas that could give you confidence as we go through the year and help drive upside?https://staging.qna.cloud/thread/153601?ContentTypeID=1Mon, 29 Jun 2026 18:46:39 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:c95f360f-99b1-413a-ba13-27a37c268f96QnATest Corporate0https://staging.qna.cloud/thread/153601?ContentTypeID=1https://staging.qna.cloud/asrnl/f/meeting-room/154652/key-areas-for-2024/rss?ContentTypeId=0Signs of a recovery would be seen in the data around inventory levels but also if utilization rates go up again. Not only in our company but across the industry. Now having said that, to assess the slope of the recovery, we take a bit of a conservative view that could, of course, change. So if the slope of the recovery is a bit faster than we think then some of that 2025 business, which we&#39;re preparing to ship or at least to build in 2024, could actually be shipped in 2024.<div style="clear:both;"></div>