Globalfoundries Inc at Citi Global Technology Conference Transcript

Sep 07, 2023 / 03:15PM GMT
Christopher Brett Danely - Citigroup Inc., Research Division - MD & Analyst

Okay. Great. Thanks, everyone. Good morning, good afternoon, wherever you are, listening in online. I'm Chris Danely, the semiconductor analyst here at Citigroup. It's our pleasure to have one of our top picks GLOBALFOUNDRIES. Thomas Caulfield, the President and CEO, is here. Why is it our topic? We like companies with secularly increasing margins and earnings, especially given the industry-leading portfolio they have for both analog in terms of automotive and industrial and also the wireless markets. It's been a pretty remarkable turnaround story since they came to the public markets.

So I want to say it's only been 1.5 year or 2 years. And the main architect of it is sitting right here to the left of me, Tom. So thanks, again, for coming, Tom. We really appreciate your time.

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

Thanks, Chris. October 2021, but who's counting?

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