Applied Materials: FY25 Q2 earnings call, May 15, 2025
No Kalshi or Polymarket word markets were listed for Applied Materials’s May 15, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
18 matches for “AI”; 5 quoted, at least 25 words apart.
…on top of advanced semiconductors. Central to our future market outlook is AI, which is the most transformative technology of our lifetimes and has almost…
…and changing the way chips are designed and manufactured. The impact of AI datacenter innovation and investments is apparent in the wafer fab equipment market,…
…to a range of scenarios. Second, the race to deliver high-performance, energy-efficient AI computing remains the dominate driver of the semiconductor industry’s roadmap. Applied is…
…by increased leading-edge foundry-logic investments, given the strong end-market demand for AI-enabling semiconductors. This performance was achieved within the rapidly evolving economic and…
…would add, certainly, we are extremely well-positioned in the big drivers for AI. If you look at high-performance logic, DRAM compute memory, high-bandwidth memory, packaging,…
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