Half Year 2022 Soitec SA Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Varun Rajwanshi - JPMorgan Chase & Co, Research Division - Analyst : This is Varun from JPMorgan. Firstly, just on EBITDA margin, did you quantify the impact from favorable phasing of bulk silicon LTAs to your first half margin? I just want to get some clarification on that. And then secondly, if you take the second half '22 EBITDA margin as a baseline, and I know that you're not providing guidance for fiscal year '23 just yet, but just taking to H '22 as a baseline. And given that you will likely start the construction of your new silicon carbide facility in fiscal year '23, should we expect a margin dip in fiscal year '23 compared to fiscal year '22? And then just another point on the overall demand environment, there are some concerns that we may see a broad-based slowdown in the smartphone market. So just want to hear from you, what are you hearing from your customers at this point in terms of their buying behavior, in terms of inventory of your products in the channel? Some clarification on that would be helpful. And then finally, on the millimeter wave smartphone announcement today, is the FD-SOI content in the commercialized device in line with what you had expected?

Question: Varun Rajwanshi - JPMorgan Chase & Co, Research Division - Analyst : I apologize for that. I apologize for that one. I appreciate your answers.