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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
32 matches for “DRAM”; 5 quoted, at least 25 words apart.
…foundry-logic growing substantially in 2025, and we also expect spending for leading-edge DRAM to be up significantly. We see lower spending in China with investments…
…our peer group thanks to our strength in leading edge foundry and DRAM. Trade restrictions have also had an impact on our service business. Despite…
…including next generation gate-all-around transistors, backside power delivery, 4F2 and 3D DRAM, advanced packaging, compound semiconductors for power electronics, and silicon photonics. These…
…opportunity is approximately 30% higher for the equivalent fab capacity. In advanced DRAM, we are focused on addressing the most-critical steps for next-generation technologies and…
…they ramp investments in DDR-5 and high-bandwidth memory. Across advanced foundry-logic and DRAM, we are introducing innovative new solutions that are being rapidly adopted by…
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