Globalfoundries Inc at Deutsche Bank Technology Conference Transcript
Good morning, everybody. Let's get started with the next presentation. We're excited to have GLOBALFOUNDRIES management here. We have Ed Kaste, who's the VP of Product Management; and Sukhi Nagesh, who's the VP of Corp Dev and IR. So we'll start at a high level with me asking questions. And then if anybody in the audience has a question, just raise your hand, get my attention. We'll get a mic over to you so the people on the webcast can hear, and don't know what that noise is.
Questions & Answers
So why don't we start with the macro question. Just talk about the demand environment. Clearly, there's areas that have been weakening in the consumer side of the equation and some areas that have stayed stronger. You guys have good visibility across a wide array of markets, but even most particularly on some of the consumer applications with your smart mobile device business. Just talk about from an end market perspective, what you guys
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