Impinj Inc at UBS Global Technology and AI Conference Transcript
Good afternoon. We're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here and very pleased to have Impinj and with Impinj, we have Cary Baker, who is the CFO. So thanks, Cary.
Yes. Thanks for having me.
Questions & Answers
Great. So let's just start with probably the biggest question that we recently initiated. And the biggest question that we have heard is just sort of the pace -- I mean, obviously, I think everyone recognizes that the TAM is huge. And the challenge is just penetrating that TAM. And can you just talk about sort of what some of the impediments are to penetrating the TAM?
Maybe in some of the key end markets, I think it's probably easier in some end markets than it is in others.
Yes. So if you look at any information industry and you go back in time, the
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