Shawn Holland

Shawn Holland asked about Vishay Intertechnology's observations regarding the overall automotive demand environment, particularly in light of increased capacity, and how recent memory pricing increases have influenced customer conversations.

Answer

President and CEO Joel Smejkal highlighted Vishay's share gains in automotive, especially in MOSFETs and diodes, driven by geopolitical issues and support during shortages. He noted strong design activity in battery management, infotainment, electrification, and ADAS. Regarding memory pricing, Mr. Smejkal stated that while customers are monitoring it, Vishay's served segments (industrial power, automotive, aerospace/defense) have lower memory consumption, and no negative revenue impact is currently forecasted.