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.
5 matches for “Bandwidth”; 5 quoted, at least 25 words apart.
…to grow more than 40% as they ramp investments in DDR-5 and high-bandwidth memory. Across advanced foundry-logic and DRAM, we are introducing innovative new solutions…
…Field Emission eBeam technology that has strong momentum in gate-all-around and high bandwidth memory, and supported record revenues for our Process Diagnostics and Control business…
…drivers for AI. If you look at high-performance logic, DRAM compute memory, high-bandwidth memory, packaging, power electronics, all of those areas are the fastest-growing areas…
…very strong positions, very deep engagements. And then if you look at high-bandwidth memory, we have high share there. Advanced packaging is another one, where…
…connect together all of the different high-performance logic, the compute memory, DRAM, high-bandwidth memory, all of those different chiplets and different components, there is going…
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