Applied Materials: FY26 Q2 earnings call, May 14, 2026

Thu, May 14Earnings callSpeaker-labelled transcriptApplied Materials

No Kalshi or Polymarket word markets were listed for Applied Materials’s May 14, 2026 earnings call (FY26 Q2). 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.

38 matches for “DRAM”; 5 quoted, at least 25 words apart.

Mike Sullivancompanyprepared · 1:17Hear it 1:16, Mike Sullivan

…announce the second event in our 2026 Master Class series. We'll cover DRAM and advanced packaging on a live webcast on Thursday, June 25th at…

Gary Dickersoncompanyprepared · 2:38Hear it 2:32, Gary Dickerson

…enabling and highest value areas of the market, particularly leading-edge foundry logic, DRAM, and advanced packaging. Third, strong execution across our operations and supply chain.

Gary Dickersoncompanyprepared · 5:14Hear it 5:08, Gary Dickerson

…They plan, reason, and execute tasks autonomously. They therefore require a computing architecture that is more CPU-intensive while also increasing demand for DRAM and NAND.

Gary Dickersoncompanyprepared · 6:31Hear it 6:28, Gary Dickerson

For AI computing, leading-edge foundry logic, DRAM, and advanced packaging have the greatest impact on overall system performance, power efficiency, and cost. As a result,…

Gary Dickersoncompanyprepared · 10:11Hear it 10:11, Gary Dickerson

In DRAM, AI computing is driving incredibly strong demand, and customers are aggressively adding capacity at 6F² nodes while accelerating their development of next-generation device…

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