STMicroelectronics NV at Morgan Stanley Technology, Media & Telecom Conference Transcript
Okay. Good afternoon, everyone. Jean-Marc, welcome to San Francisco. We've got Jean-Marc Chery, he's CEO of STMicro.
Questions & Answers
Maybe just to kick off, you can talk about the momentum going into first half of the year. You gave a pretty good guide to Q1, talking about above seasonal aspect there, $3.04 billion. But as we've seen in a few weeks of this quarter already go by, are we tracking to those levels? And what other dynamics do we think we should be aware of for the first half?
I confirm that for the first half, the dynamic of booking we receive will enable us to do better than the usual seasonality in Q1. So we confirm our guidance. We have seen some distributor in Q1 that for the first year since many years, Q1 in Asia will be better than Q4, which is a pretty great sign because in Q1, you have the
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