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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Bandwidth”; 3 quoted, at least 25 words apart.
…AI datacenters, and DRAM makers are accelerating their capacity plans especially in high-bandwidth memory, where high-performance DRAM dies are stacked and connected to a logic…
…about 10% of DRAM wafers right now are allocated towards HBM production, high-bandwidth memory. And the high-bandwidth memory demand is growing at about a 30%…
…market, and that's a continuation, and we talked about the pull of high-bandwidth memory from the artificial intelligence usage models. So, I think it's fair…
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