Applied Materials: FY25 Q3 earnings call, Aug 15, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
29 matches for “DRAM”; 5 quoted, at least 25 words apart.
…will 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…
…wins in moly deposition for the most critical device performance applications. In DRAM, we also have strong market share, and we expect our revenue from…
…compute memory. We have recently secured new volume production positions at leading DRAM manufacturers for our next-generation gap fill system, our most advanced chemical vapor…
…2028, we see opportunities to win more than 5 points of incremental DRAM share. In advanced packaging, we have built a broad portfolio of solutions…
…largely in line with our expectations with broad-based customer investments across foundry/logic, DRAM and NAND. In Applied Global Services, we achieved record core services revenue…
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