...A. Overview: 3Q was solid qtr. where Co. navigated challenging supply environment to deliver YoverY growth in topline, while beating expectations on GM and EPS. 1. 2. Had record 3Q revenue in DCG and Mobileye, while IOTG had all-time record as it continued its recovery from COVID slowdowns. 3. Focus on execution continued as Co. delivered on initial IDM 2.0 commitments. 4. Broke ground on new fabs, shared accelerated path to regain process performance leadership and made most dramatic architecture announcements in decade. 5. Announced major customer wins across every part of business, including in data center with AWS and Google, new Evo designs and client, and exciting Mobileye partnerships with ZEEKR and Sixt SE. 6. Demand for semiconductors remained strong and factories performed exceptionally well in highly dynamic environment, where match sets post huge challenges for customers and overall industry supply remained constrained. a. Resilience of factory network was on display delivering...
