Mark John Lipacis

“Thad, I thought the context that you provided about how the transformation has manifested in the business models was really interesting. It reminded me, you know, 10 years ago, we thought about, you know, commodity products coming out of ON.”

“Bill, I think for you, you know, optics is going faster. It's in your market. Can you contrast how you are prosecuting the optics market compared to how you prosecuted the AEC market?”

“First question is, you know, I think there's a framework to think about CPUs ramping in data centers along three dimensions. One would be CPU head nose next to the GPU or accelerators.”

“So we couldn't feel better about the accomplishments of the year, and we couldn't feel better about, you know, how we look going forward. mm-hmm okay great all right so and I think I I think it's helpful just to level set you know to understand like how you think about the company and the vision for the company when…”

“I'm the senior semiconductor analyst at Evercore ISI. And so today we have Willem Maintis, hopefully I'm getting that name right, who is the CFO, and then Ashish Saran, who is the SVP of investor relations.”