ON Semiconductor Corp at Citi Global Technology Conference Transcript

Jan 23, 2024

Sep 07, 2023 / 06:30PM GMT
Christopher Brett Danely - Citigroup Inc., Research Division - MD & Analyst

Next up is one of our top picks in the whole semiconductor space on semi. We've got the dream team here, Hassane El-Khoury, the CEO; and Thad Trent, CFO extraordinaire. Why is it one of our top picks, an absolutely amazing turnaround story architected by these guys to my left, gross margins 10 points above the previous peak operating margins, more than 15 points above the previous peak. And then you also have a very nice growth aspect with the silicon carbide and just the general automotive market. So guys, thanks for coming. And why don't we start there?

Before we dig into the 70 million questions on silicon carbide that I'm sure myself and the audience will ask, and by the way, this is intended to be interactive. So if anybody has any questions, feel free to ask them.

Questions and Answers:

Christopher Brett Danely - Citigroup Inc., Research Division - MD & Analyst

But let's start with automotive. Automotive has been strong for you guys all year. How are things

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