Marvell Technology Inc at Bank of America Global Technology Conference Transcript
Good morning, everyone. Welcome back to our session. I'm Vivek Arya. I cover semiconductor and semicap equipment at BofA. Really delighted you could make it to this session, and we are really delighted to have the team from Marvell, Jean Hu, Chief Financial Officer; and Ashish Saran, VP of Investor Relations.
And my plan is to just have me going through a number of questions, but I will have some time towards the end for questions from the audience as well. But with that, welcome, Jean, Ashish, really appreciate you being here.
Questions & Answers
And I know you just reported a few days ago, right, very strong results and outlook, right, very different from just the external perception that investors have of this industry. So maybe, Jean, give us like a state of the union, what's going well? Where do you see as kind of headwinds that are small today, but
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