MKS Incorporated at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2026 / 08:20PM GMT

Release Date Price: €209.2 (+0.67%)

Transcript 10-K

Shane Brett

Morgan Stanley & Co Ltd - Analyst

I'm Shane Brett, US semiconductor equipment analyst.

Let me just read out the disclosure real quick:

For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures.

If you have any questions, please reach out to your Morgan Stanley sales representative.

Joining me today from MKS are Dr. John Lee and Paretosh Misra from IR.

Get started?

John Lee

MKS Incorporated - President, Chief Executive Officer, Director

Yeah.

Questions & Answers

Shane Brett

Morgan Stanley & Co Ltd - Analyst

Okay. I'd like to begin with some longer-term questions.

It's been a few years since your last Analyst Day. A lot has changed since then. Can you discuss just the direction MKS is headed in. Just, as a CEO, what are your top priorities over the next two to three

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