Globalfoundries Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Feb 07, 2024

Mar 07, 2022 / 06:20PM GMT
Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

Okay. Good morning, everybody. Pretty crowded room today. Hope [it'll be real one] next year. But happy to have with us here today for the first time since the IPO, GlobalFoundries. We have CEO, Tom Caulfield; and CFO, David Reeder. Welcome, guys.

Thomas H. Caulfield - GLOBALFOUNDRIES Inc. - President, CEO & Director

Thanks for having us, Joe.

Questions and Answers:

Joseph Lawrence Moore - Morgan Stanley, Research Division - Executive Director

I'm Joe Moore, by the way. So maybe to start out, bigger picture. You guys had a strategic shift in focus 3 or 4 years ago that's been pretty pivotal to sort of focus on the nodes you're focused on. What will you say about the situation then? And what new conversations from customers led you down this path?

Thomas H. Caulfield - GLOBALFOUNDRIES Inc. - President, CEO & Director

Yes. So actually, I'm about a week out from my fourth-year

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