STMicroelectronics NV at BNP Paribas Exane CEO Conference Transcript
So good morning, everybody.
Thank you all for joining. My name is Jacob Bluestone. I run the European Tech Hardware team at BNP. It's great to see so many people join. And particularly also thank you very much to Jean-Marc and Remy for joining us today from St. Probably don't need any introduction, but anyway, Jean-Marc is obviously CEO. Remy runs particularly MCU side of the business as well.
So thank you very much both for joining today. And I should say as well, thank you for doing a guidance upgrade this morning, which is extremely well timed. And I think maybe we'll start off with the guidance upgrade. Can you maybe just talk us through what prompted it and maybe also a little bit more broadly, where do you see the big opportunities for St. When it comes to AI data centers?
Well, I will start to explain why this morning we have given
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