Sep 08, 2022 / 12:15PM GMT
Christopher Brett Danely - Citigroup Inc. Exchange Research - Research Analyst
Good morning, everyone. I'm Chris Danely, your friendly neighborhood semiconductor analyst here at Citigroup. Thanks for joining us so early. Next up is one of our top picks, one of our only buy ratings, GlobalFoundries. Why is that? Simply, we think that they have the most margin and earnings expansion in our coverage universe, driven by a combination of continued restructuring, mix, pricing, tons of levers out there and we'll talk about all of them.
Here today, we have David Reeder, the CFO; and Sukhi Nagesh, the grand poobah of Investor Relations for GlobalFoundries. So we can go ahead and take a seat.
Questions and Answers:
Christopher Brett Danely - Citigroup Inc. Exchange Research - Research AnalystAll right. I guess let's dig into the gross margin drivers going forward. Thanks for being here, guys. I guess perhaps list the biggest drivers and then we'll dig into each from restructuring, fab sale, pricing, mix, et cetera, et cetera.
David W.
Trustpilot
