Texas Instruments Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Good morning, everyone. Thank you for coming. I'm Stacy Rasgon. I'm Bernstein's senior analyst. I cover the U.S. semiconductor and semiconductor capital equipment space.
And it is my great pleasure to have our guests today, Haviv Ilan, the President and CEO of Texas Instruments. Before I start, I want to mention if you have questions you'd like to ask during the presentation on the inner cover of your program, there's a QR code to our Q&A forum. It's called Pigeonhole and you can submit questions there, and we'll leave time at the end to ask those.
So TI, Texas engine is quite -- they sort of like to joke that they're boring. And they kind of like it that way. Although I think it's not easy to look boring. If you dig in, I think you'll find there anything but. And more recently, I'd say things have gotten a bit more exciting as they're embarking on a new CapEx and investment plan stirred things up a little bit versus the prior years. But I think long-term implications of that move might be
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