Nov 29, 2023 / 05:55PM GMT
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment
Good morning. We're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS. And very pleased to have Seagate for our next session, and we have Dave Mosley, who is the CEO. And we'll just get started.
William David Mosley - Seagate Technology Holdings plc - CEO & Director
Great.
Questions and Answers:
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor EquipmentSo Dave, maybe can you just sort of take us through the journey the past year, 18 months? You've gone through a big downturn. You've taken a lot of capacity out of the system. These products have an inherently long lead time. You're now moving to a build-to-order.
And so it begins to argue that the entire shape of the upturn could look a lot different and that as painful as this was that it could ultimately drive a lot of
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