The company expects 2026 MSI, or monthly semiconductor industry sales, growth of 7% to 8%, compared with its prior mid-single-digit assumption. Within memory, Reeder pointed to HBM4 and through-silicon-via CMP wins, as well as roughly two-times year-over-year growth in molybdenum precursor demand. He later said Entegris expects its molybdenum business to roughly double in 2026 compared with 2025, driven in part by NAND memory technology transitions toward higher layer counts. The company expects the segment to generate double-digit year-over-year growth in the second half of 2026. For the third quarter, Entegris forecast sales of $905 million to $935 million, representing approximately 14% year-over-year growth at the midpoint.