Applied Materials: FY25 Q3 earnings call, Aug 15, 2025

Fri, Aug 15Earnings callSpeaker-labelled transcriptApplied Materials

No Kalshi or Polymarket word markets were listed for Applied Materials’s Aug 15, 2025 earnings call (FY25 Q3). 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.

4 matches for “Bandwidth”; 4 quoted, at least 25 words apart.

Gary E. Dickersoncompanyprepared

…be concentrated around 5 key areas: leading-edge logic, next-generation high- performance DRAM, high-bandwidth memory or DRAM stacking, advanced packaging to connect logic and memory chips…

Gary E. Dickersoncompanyprepared

…packaging, we have built a broad portfolio of solutions to enable both high-bandwidth memory and heterogeneous integration. We have high share in the packaging market,…

Brice A. Hillcompanyprepared

…10% year-over-year, bolstered by healthy utilization rates in leading-edge foundry logic and high-bandwidth memory, along with expansion of our tools under comprehensive agreements, which…

Brice A. Hillcompanyqa

…allocated towards HBM. There's a trade- off, as you know, between making high-bandwidth memory and not in terms of the amount of silicon required. So…

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