Advanced Energy Industries Inc at Citi Global Technology Conference Transcript
My name is Amanda Scarnati. I'm one of the semiconductor analyst here at Citi. I'm joined by Steve Kelley, the CEO, and Paul Oldham, the CFO of the Advanced Energy. Weâre going to do a little fireside chat this afternoon. So let's just start off, just kind of setting the stage on Advanced Energy, it's quite a different company than it was last time we were in person here at Citi. I think the last one we were in person here at Citi, you might have just been starting as CEO. So just give us an overview of where we're sitting today?
Yes. Just as a way of introduction, Advanced Energy Industries is roughly $1.5 billion a year revenue company. What we do is we supply highly engineered precision power solutions to industries such as semiconductor capital equipment, industrial, medical, telecom and networking. And so what we do is we focus on a part of the market where customers need
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