Seagate Technology Holdings PLC at UBS Global Technology and AI Conference Transcript
Good afternoon. Hi, I'm Tim Arcuri. I'm the semi and semi equipment analyst here at UBS. Very pleased to have Seagate next. We have Gianluca Romano, who's the CFO at Seagate.
Seagate might be the best performing stock that I cover this year. So things have been going obviously very well for you.
Questions & Answers
So let's just start off on the point of, obviously, supply/demand is very tight, and you've maintained your strategy of not expanding unit capacity. And so can you just talk about what's driving this supply-demand tightness?
Yes. Thank you, Tim. And before we start, let me remind everyone that I will be making forward-looking statements today, and you can learn more about the risk associated with this statement on our website. Well, supply/demand is very important, of course, in every industry is now more than two years,
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