Applied Materials: FY25 Q1 earnings call, Feb 13, 2025
No Kalshi or Polymarket word markets were listed for Applied Materials’s Feb 13, 2025 earnings call (FY25 Q1). 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.
23 matches for “DRAM”; 5 quoted, at least 25 words apart.
…four critical areas the industry is currently focusing on: leading-edge logic, high-performance DRAM, DRAM stacking referred to as high bandwidth memory or HBM, and advanced…
…including next-generation gate-all-around transistors, backside power delivery, 4F squared, and 3D DRAM. Advanced packaging, compound semiconductors for power electronics, and silicon photonics.…
…we believe we outperformed the market in aggregate across leading-edge foundry logic, DRAM, advanced packaging, and the ICAPS markets outside of China. The ability of…
…20% growth in foundry logic, partially offset by an expected decline in DRAM sales as prior year sales to customers in China did not repeat.…
…in the ICAPS nodes following strong spending in 2023 and 2024. In DRAM, we are seeing healthy demand but face tough year-over-year comparisons given the…
Agents: this page as TSV at /api/v1/appearances/applied-materials:2025-02-13:earnings_call · words: /api/v1/brief?appearance=applied-materials:2025-02-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP