Plexus(PLXS) - 2023 Q4 - Earnings Call Transcript

Todd Kelsey Yes. So, David, weÂ're seeing a couple of different factors in semi-cap. One is weÂ're seeing what I would call a modest improvement in end markets. And I would say itÂ's the first time in probably five or six quarters that we saw forecast come up just a bit. WeÂ're also taking advantage of share gains within that market space. So again, if you look back to 2023 – to fiscal 2023, we were down in the low-double-digits on a market that was down 20% to 25% so far outperformed the market. And as we ...