Microchip Technology Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Great. Well, thank you, and welcome back. I'm Joe Moore from Morgan Stanley. Very happy to introduce Ganesh Moorthy. I think he's going to have some upfront remarks, and then we can do some Q&A at the end.
Okay
(technical difficulty)
Grown over time. Thank you.
Questions & Answers
Great. Thank you for that. Maybe if we could just kind of parse some of the stuff you just gave us, maybe in the context of what's been happening. So early part of this year, I think you went out to your customers and talked about lead times coming down from -- into the kind of 26-week range by midyear.
Obviously, that's not having any negative impact on your business through the first half. But like how are people reacting to that? And do you see -- as lead
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