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.

2 matches for “TSMC”; 2 quoted, at least 25 words apart.

Gary Dickersoncompanyprepared · 12:19Hear it 12:13, Gary Dickerson

…the fall. Earlier this week, we announced our EPIC co-development engagement with TSMC, who joined as a founding partner together with Micron, Samsung, and SK…

Gary Dickersoncompanyqa · 1:01:43Hear it 1:01:38, Gary Dickerson

…the entire industry. We've announced eight partners that we talked about earlier, TSMC, Samsung, Hynix, Micron, Advantest, ASU, RPI, Stanford, and we will be adding…

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