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.

38 matches for “DRAM”; 5 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared

…all these areas. We strengthened our position at major inflections in logic, DRAM and advanced packaging. We delivered double-digit growth in our parts and services…

Gary Dickersoncompanyprepared

…nodes, up from the mid-to-high 40% range for FinFET generation fabs. In DRAM, our revenues also grew significantly in fiscal 2024, up more than 60%…

Gary Dickersoncompanyprepared

…packaging. The dies used in high-bandwidth memory are much larger than standard DRAM, which means that more than 3 times the wafer capacity is needed…

Gary Dickersoncompanyprepared

…most-enabling steps for next-generation technologies, Applied has increased our share of the DRAM market by around 10 points over the past decade. Future DRAM inflections…

Gary Dickersoncompanyprepared

…grow our addressable market. Gate-all-around transistors, backside power distribution, 4F-squared and 3D-DRAM, advanced packaging and next-generation power semiconductors are all examples of…

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