China And ICAPSChina and ICAPS are derisked, reducing concerns over potential negative impacts from export restrictions.
Long-term GrowthAMAT is well-positioned to capitalize on the long-term secular growth of AI, leveraging its leadership in critical areas such as leading-edge logic, high-performance DRAM, high-bandwidth memory, and advanced packaging.
Samsung And TSMC RevenueSamsung revenue for AMAT increased by 65% year-over-year, indicating strong performance from this major customer.