Globalfoundries Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Hi, everybody. Welcome back. I'm Joe Moore, Morgan Stanley Semiconductor. Happy to have with us the CEO of GlobalFoundries. So we'll talk through it. Just quick on the disclosure side. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley rep. I apologize for having to say that so many times.
So GlobalFoundries, I guess, 1.5 years since the IPO-ish, company has done really, really well and I think has really resonated with a lot of the themes that we're hearing in semiconductors now and the idea of focusing on the nodes that you do was probably maybe a controversial decision you made, but it really looks good in retrospect. So maybe we'll just kind of go right into some of the questions coming out on the near-term environment. But again, just really impressed with the progress thus far. Can
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