...A. Overview: Overall, very pleased with 3Q results. 1. 2. Over the past year, demonstrated incredible resilience despite the enduring challenges associated with the pandemic. 3. Stuck to the plan Co. set for itself, even in the face of a complex operating environment. B. Business Review: While there is a glimpse of light at the end of the tunnel as countries around the world work to vaccinate their populations, still operating in an unpredictable market. 1. 2. Supply constraints, combined with the recent strong rebound in demand, have resulted in the kind of widespread inflation Co. has not seen for many years. As highlighted in 2Q, saw notable demand increases across the automotive, consumer and industrial segments. a. b. Those end markets, in addition to communications and computing, drove end market demand throughout 3Q. 3. Customers are seeking to reduce supply chain risk by securing longer-term supply agreements and exploring second sources, providing welcome opportunities that Co....
