Veeco Instruments Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript

Dec 08, 2022 / 12:15AM GMT
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

Awesome. Well, welcome back to the Global TMT Conference here. I am Tom O'Mal, U.S. semiconductors and semiconductor capital equipment analyst. I'm pleased to have Bill Miller, CEO; and John Kiernan, CFO. Veeco, thanks for being here, guys.

William John Miller - Veeco Instruments Inc. - CEO & Director

Yes. Excited to be here.

Questions and Answers:

Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst

So why don't we start off from a very high level, 30,000-foot view. We're obviously entering a weaker WFE environment. I think there's a lot of debate. Memory is obviously weaker already, but there's a bunch of beta on foundry logic where you guys have most of your exposure. Can you just start by just kicking off and saying, what's the market looking like today? You obviously reported a month and change ago, but how has that changed since then? And then what's your outlook
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