Aug 07, 2023 / 05:30PM GMT
John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst
Good morning, everybody. My name is John Vinh. I cover semis here at Keybanc Capital Markets. We're pleased to have Thad Trent, CFO; and Simon Keeton, EVP, GM of the Power Solutions Group from ON Semi. Welcome, guys.
Thad Trent - ON Semiconductor Corporation - Executive VP, CFO & Treasurer
Thanks for just having us.
John Nguyen Vinh - KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst
Thad, maybe just talking kind of big picture from a cycle perspective, it looks like you've successfully navigated to kind of a soft landing scenario here. I mean, however, there's still a lot of concern investors out there that maybe auto and industrials just haven't seen it and potentially it's the next shoe to drop. I'm just wondering if you could just comment on that. And then the other thing I think everyone is looking at is if you look at aggregate inventories on balance sheets and distributor balance sheets, we're
ON Semiconductor Corp at KeyBanc Technology Leadership Forum Transcript
Jan 23, 2024
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