Customer PerformanceSamsung revenue for AMAT increased by 65% year-over-year, indicating strong performance from this major customer.
Revenue GrowthAMAT's revenue from TSMC reached its highest level, with a 150% year-over-year increase.
Strategic PositioningAMAT 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.