Thank you for summarizing the Applied Materials earnings call. The company expects strong growth in leading-edge logic and DRAM in 2026, with leading-edge logic being the strongest grower. The company is well-positioned in HBM and DRAM, with high confidence in doubling its HBM business over the next few years. Margins are expected to improve in the back half of the year due to better absorption of costs and pricing improvements. The call also discussed the impact of China restrictions on revenue and the company’s competitive position in the market.

Read more at Yahoo Finance: Applied Materials (AMAT) Earnings Transcript