Operator Welcome to the Applied Materials first quarter fiscal 2025 earnings conference call. During the prepared remarks, ...

Applied Materials has been an 800-pound gorilla of ... from there by about 60 years to get where we are today. These days, parts of a chip are so infinitesimally small—in some cases, just ...

Applied Materials is a company I’ve had my eye on ... However, there is still plenty of room to grow margin and scale all three parts of the business. Sea also has tons of AI potential ...