Applied Materials: FY25 Q4 earnings call, Nov 13, 2025
No Kalshi or Polymarket word markets were listed for Applied Materials’s Nov 13, 2025 earnings call (FY25 Q4). 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.
9 matches for “Bandwidth”; 5 quoted, at least 25 words apart.
…technology inflections are underway in 5 key areas: leading-edge logic, high-performance DRAM, high-bandwidth memory or DRAM stacking, advanced packaging for heterogeneous integration and power…
…for AI data center capacity, we forecast that leading-edge foundry/logic, DRAM and high-bandwidth memory will be the fastest-growing areas of the semiconductor equipment market. We…
…strong demand for our most enabling products in leading-edge foundry/logic, DRAM and high-bandwidth memory, along with advanced services that help our customers accelerate ramps and…
…and foundry, we're also #1 in DRAM and advanced packaging, especially for high-bandwidth memory. And those are the most important segments for AI energy-efficient computing.…
…segments for '26 and going forward are leading-edge foundry/logic and DRAM, including high-bandwidth memory. And in both of those cases, again, we're clear #1. We're…
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