Ichor Holdings Ltd at Stifel Cross Sector Insight Conference Transcript
Good morning. The afternoon session day one of the Stifel Cross Sector Insight Conference. Really pleased to have Ichor Holdings with us today. CEO, Jeff Andreson; as well as CFO, Larry Sparks, here on the stage with me.
We're going to do about a 30-minute discussion here with a number of questions that we have on the sector, specifically on Ichor, but feel free to hop in at any point. As we move from topic to topic, if there's something that you're interested in, raise your hand or I'll pause for questions throughout. So I guess with that, let's maybe kick it off.
Questions & Answers
So maybe to start with, like, the fun part, which is the cycle perspective a little bit. I think broadly speaking here, I think folks can point to what looks to be a trough. And so just wanted to -- a couple of questions about the evidence you're seeing that kind of confirms that you think 2Q maybe is the trough on revenue for you guys. But I think in two quarters, it's
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