Sep 13, 2021 / 02:30PM GMT
Amanda Marie Scarnati - Citigroup Inc. Exchange Research - Research Analyst
Hi. Good morning, everybody. My name is Amanda Scarnati. I am one of the semiconductor analysts here at Citi. We're joined this morning by Steve Kelley, the CEO of Advanced Energy; as well as Paul Oldham, the CFO of Advanced Energy; and Edwin Mok, who is on the strategy team, I believe, at Advanced Energy.
We're going to dive into some prepared questions that I have. Feel free to either click on the button to send me questions directly or you can send me an e-mail at [email protected]. And I'll be happy to ask those investor questions later on in the presentation.
Questions and Answers:
Amanda Marie Scarnati - Citigroup Inc. Exchange Research - Research AnalystSteve, let's just dive right into the semiconductor side of the equation, and it's still the biggest piece of the portfolio by far, if you kind of divide everything out. The revenue has been quite a bit lumpy over the past 4 quarters. We've been seeing quite a bit of strength in the semiconductor capital
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