ON Semiconductor Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. Welcome back. I'm Joe Moore, Morgan Stanley Semiconductor Research. And very happy to have with us the management team of Onsemi, CEO and President, Hassane El-Khoury; and EVP and CFO, Thad Trent.
Questions & Answers
So guys, thank you for coming. I really appreciate it. Maybe at a high level, you've described an environment that's kind of stabilizing but not yet accelerating. That's still the view and kind of what's driving your view of the world these days?
Yes. Look, I think our perspective is still very consistent where the first step of a recovery is stabilization. We're in that. We have not seen a replenishment cycle that comes next. But the positive signs that we can talk about is really a lot of the KPIs are trending in the right direction.
So compared really speaking from
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