Jun 01, 2023 / 05:30PM GMT
Stacy Aaron Rasgon - Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst
Thank you for coming, everyone. I'm Stacy Rasgon. I cover the U.S. semiconductor and semiconductor capital equipment space here at Bernstein. And it's my true honor to have our guest here today, Gary Dickerson, the President and CEO of Applied Materials. And I'm thrilled to have -- you may not know, Gary was supposed to be here last year, and unfortunately, he got stuck circling New York in bad weather for several hours and had to get diverted to Boston. And he missed it. So he very kindly flew out a day early today, and so I'm thrilled to have him here.
I wanted to mention, before we start, if you want to ask a question or have a question asked, on the inside cover of your program, there's a QR code that you can scan. That will take you to our question-and-answer format, it's called Pigeonhole, and you can put your questions in there, and we'll leave time at the room -- leave room at the end for those.
So semicap has really been top of mind for many of my clients lately, especially as the
Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Jan 22, 2024
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