Entegris Inc at Morgan Stanley Global Chemicals Conference Transcript
Great. Hi, everybody. My name is Neel Kumar. Welcome to chemicals team here at Morgan Stanley. So next up, we have with us Entegris. And with us from the Company is Bertrand Loy, President and CEO. Thank you very much for being here.
Sure. Thank you for having me. Let me maybe start with a few comments on Entegris to get us grounded, and then we can open up for questions. So Entegris is a $1.6 billion specialty chemical company. We provide process solutions, some of the most demanding manufacturing environments in the world. And as a result of that focus, obviously, we've been intensely focusing our efforts on the semiconductor industry, where we can actually create a lot of value for our customers and for ourselves.
When we talk about supplying to semiconductor industry, a lot of investors will naturally stop thinking about the big equipment companies. But we are very different from these companies. And I would argue that our
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |