Shawny Mitwali

Shawny Mitwali asked about the broader automotive demand environment, beyond Vishay's increased capacity, and how customer conversations have evolved given recent increases in memory pricing.

Answer

CEO Joel Smekal stated Vishay gained share in MOSFETs and diodes due to geopolitical issues and increased volumes, driven by technology developments in battery management, infotainment, electrification, and ADAS, projecting automotive as flat to mid-single digit. Regarding memory pricing, he acknowledged discussions but noted Vishay's served segments (industrial power, automotive, aerospace, defense) have lower memory consumption, thus not forecasting a negative revenue impact.