Ichor Holdings Ltd at Deutsche Bank Technology Conference Transcript

Feb 07, 2024

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Sep 15, 2020 / NTS GMT
Shek Ming Ho - Deutsche Bank AG, Research Division - Director & Senior Analyst

Good afternoon, everyone. My name is Sidney Ho. I cover semiconductors and semi-cap equipment at Deutsche Bank. Our next virtual fireside chat will be with Ichor Holdings. Ichor supplies critical subsystems called fluid and gas delivery systems to semi-cap equipment companies as well as weldment and precision machining parts the same customers.

Today, we're joined by Ichor's CEO, Jeff Andreson; and CFO, Larry Sparks. Welcome, guys.

Jeffrey S. Andreson - Ichor Holdings, Ltd. - Executive Director & CEO

Well, thank you.

Questions and Answers:

Shek Ming Ho - Deutsche Bank AG, Research Division - Director & Senior Analyst

(Operator Instructions) So with that out of the way, let me start off with a few questions that we ask every company at this conference. Starting off with Huawei, which is very topical. There were some further restrictions on U.S. semi-cap companies selling directly or indirectly to Huawei in the last

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