Advanced Micro Devices Inc at Citi Global TMT Conference Transcript
Welcome to day one of Citi Global TMT Conference. My name is Atif Malik. I cover U.S. semiconductors and semiconductor equipment stocks. It's my pleasure to welcome Jean Hu, EVP, CFO, and Treasurer, Matt Ramsay, CVP, financial strategy, friendly neighborhood IR from AMD. I'll kick it off with my questions first. If you have a question, save it towards the end. We'll have the mic come to you, and you can ask your question. Welcome, guys.
Questions & Answers
Jean, if you can take us through the lay of the land. It's been an exciting year. What has changed from January till now? You guys had your big AI Day as well. You raised your TAM forecast. Just walk us through how the demand picture has evolved from January onwards.
First, thank you for having us, and it's great to be here. Thank you
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