Diodes Inc at Cowen Technology, Media & Telecom Conference Transcript
Good morning, and welcome to day 2 of Cowen's TMT Conference. I guess this is the 50th annual version. So I'm sure you'll get a coffee mug or something that lets you know about that.
But -- anyway, my name is Matt Ramsay, the semiconductors analyst, and really appreciate everybody's attention. And great to be here with Brett and Emily from Diodes Semiconductor.
It's a company that we've been working with for a little while and pretty amazing growth story, and I think may be underappreciated by some. I could say that a lot about semiconductor stocks right now, unfortunately. But it's been a remarkable progress you guys have made. So maybe I'll just ask either one of you who wants to kick off and a bit of -- sort of setting the stage for the conversation. There's a lot of things going on, supply-demand, growth drivers for the company. But if you have any opening comments, we'd be happy to hear them. Thank you.
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