NXP Semiconductors NV at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 09, 2026 / 03:50PM GMT

Release Date Price: €192.56 (-1.11%)

Transcript

James Schneider

Goldman Sachs International - Analyst

Good morning, everybody. Welcome to the Goldman Sachs Communacopia + Technology Conference. I'm Jim Schneider, Semiconductor Analyst here at Goldman Sachs. It's my pleasure to welcome NXP Semiconductors CEO Rafael Sotomayor and Head of Investor Relations Mike Lucarelli. Welcome, guys. Thanks for being here.

Mike Lucarelli

NXP Semiconductors NV - Senior Vice President - Investor Relations

Thank you.

Rafael Sotomayor

NXP Semiconductors NV - President, Chief Executive Officer, Executive Director

Thank you, Jim. Thank you for having us.

Questions & Answers

James Schneider

Goldman Sachs International - Analyst

Of course. Maybe starting with a high-level question for you, Rafael. You're just a little less than one year into the job thus far. It appears that you're trying to transition the company and really pivot to this theme of physical AI to some extent. Tell us about your vision for the company, both in

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