Semtech Corp at UBS Global Technology and AI Conference Transcript
Okay. We're going to get started. I think this might be the last session of the day, but we're into late afternoon. So very pleased to have Semtech. I'm Tim Arcuri. I'm the semi and semi equipment analyst.
Pleased to have Semtech. We have Hong Hou, who is the CEO; and we have Mark Lin, who's the CFO. So thanks, Hong and Mark.
Thank you.
Questions & Answers
So let's just -- I just wanted to go back, and I thought your quarter was sort of a watershed quarter in a way because now you've got a large customer ramping ACC and really proving out the design. So can you just talk about that? Can you talk about sort of review some of the highlights of the quarter and maybe talk about the data center opportunity, really?
Yeah, thank you. So we just announced our Q3 results last week, early last week,
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