Axcelis Technologies Inc at Stifel Cross Sector Insight Conference Transcript
Good morning, everyone. Thank you very much for attending day three of the Stifel Cross-Sector Insight Conference. I'm Patrick Ho, senior analyst covering the semiconductor, capital equipment, and applied technology space. I'm really happy to introduce and have on our agenda today to kick off the last day of our conference, Axcelis Technologies, a leading supplier of ion implant equipment to the semiconductor industry.
We have with us today Doug Lawson, EVP of Strategic Marketing; and CFO, Kevin Brewer. Guys, thank you very much for attending, and good morning.
Thanks, Patrick.
All right. To start off this fireside chat, you guys had an announcement yesterday. There's a shortfall in the June quarter, which you highlighted in your press release, was due to one system push-out from a Chinese semiconductor manufacturer. In this public forum, I'll let you provide any details you'd
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