NXP Semiconductors NV at TD Cowen Technology, Media & Telecom Conference Transcript
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All right. Good morning. Welcome to TD Cowen's TMT Conference. I'm Josh Buchalter, semiconductor analyst here. Very pleased to be joined by Jeff Palmer, EVP of IR from NXP Semis.
Sure. Hi, Josh. Thanks for having us.
Questions & Answers
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Thanks for being here. I guess to start, we were just talking off to the side. There's a lot of positivity in the mature node semiconductor space. And there's, I think, some element of an AI and data center halo involved there, but also some legitimately improving cyclical elements. Maybe you could just spend a couple of minutes talking through overall the backdrop, what you guys are seeing coming out of your 1Q earnings call.
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