Macro EnvironmentA worsening macro environment could be an overhang to growth, particularly in the telecom and networking sectors.
TariffsIndustrial and Medical 1Q25 sales of $64.3 million were down 22.9% y/y and 16.3% sequentially, with tariffs potentially impacting the pace of recovery.
VolatilityThe semiconductor segment, which constitutes a large portion of sales, is subject to volatility due to tariffs and China export restrictions.