Advanced Energy CEO and CFO discuss semiconductor growth at Citi conference
Advanced Energy’s President and CEO Steve Kelley and CFO Paul Oldham spoke at Citi’s 2026 Global TMT Conference, with IR SVP Edwin Mok in attendance. The discussion focused on semiconductors after Q2 delivered meaningful upside and the company raised second-half semis guidance to grow nearly 50% year over year, asking what changed and why confidence is high.