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Applied Materials CFO: AI Chip Demand “Extremely Strong” as Leading-Edge Capacity Stays Tight [Yahoo! Finance]
Applied Materials, Inc. (AMAT)
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Source: Yahoo! Finance
Last applied materials, inc. earnings: 2/12 04:01 pm
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US:NASDAQ Investor Relations: appliedmaterials.com/company/investor-relations
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leading-edge logic, DRAM and advanced packaging effectively at ~ 100% utilization and constrained by cleanroom space—cloud AI CapEx is cited at $600B this year and $700B
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