ST(STM) - 2024 Q2 - Earnings Call Transcript

Celine Berthier Stephane Houri In Q3, we have a solid forecast for them. And now as usual, Q3 is the biggest quarter or in Q4, we will have -- for the time being, we see a decrease versus Q3. But so far, now the plan they gave to us are stabilized. More about the content of semiconductor in ST. I repeat, second half this year and first half next year is a lowest point in terms of content of ST in our main customer. Why? Because we have lost this famous optical module. But I confirm to you that starting H2 2 ...