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AMAT's Advanced DRAM Gains Traction: Will it Sustain its Momentum?

Key Takeaways Applied Materials projects 50% DRAM revenue growth in fiscal 2025.AMAT's etch unit hit $1B quarterly revenues for the first time.New gap fill, CVD, and Pioneer systems drive DRAM efficiency.Applied Materials (AMAT) is experiencing a strong wave of momentum in the DRAM segment, as reported in the third quarter fiscal 2025 earnings call. With artificial intelligence and high-performance computing reshaping semiconductor demand, DRAM has emerged as a key growth engine for Applied Materials.Applie ...