Applied Materials: FY24 Q4 earnings call, Nov 14, 2024

No Kalshi or Polymarket word markets were listed for Applied Materials’s Nov 14, 2024 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

10 matches for “AI”; 5 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared

…and capture more value than ever before. The biggest tectonic shift is AI, which has virtually endless applications and therefore the potential to transform almost…

Gary Dickersoncompanyprepared

…more than 60% year-on year. Compute memory is a critical technology for AI datacenters, and DRAM makers are accelerating their capacity plans especially in high-bandwidth…

Gary Dickersoncompanyprepared

…supply chain. As we look ahead to 2025 and beyond, we see AI and energy-efficient computing remaining the key driver of innovation in the semiconductor…

Brice Hillcompanyprepared

…capitalize on the secular megatrends shaping the technology landscape from datacenter and AI to edge computing, the Internet of Things and display. Underpinning this is…

Gary Dickersoncompanyqa

…The really big focus for everybody is improvement in energy efficient computing. AI is driving a significant amount of growth, those die sizes are very…

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