AGB 2023.9 - Amphenol Corp (APH)

Benefiting from Electrification of Everything

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Amphenol

“Now the underpinning of that strategy is really what I like to call the electronics revolution and what that means by revolution is electronics, creating new functionalities, creating new capabilities, new applications across really every aspect of society and around the world. In earthmoving equipment, in mining equipment, in data centers, in more devices that we hold in our hands and wear on our wrists, you have revolutions every day. And what revolution entails is unpredictable. You don't know when that next new design is going to come, that next new application, that next big hit that may come about. And so it's up to us to remain poised to capitalize on that regardless of where that revolution comes and you see here whether that's getting more efficient and cleaner, whether that's being more mobile, connected higher speeds, there's so many aspects of that electronics revolution and it's our job to enable…