Applied Materials, Inc. (AMAT) Presents at UBS Global Technology and AI Conference 2025 Transcript

Question-and-Answer SessionSo Brice, let's just start and talk about just WFE in general. You're pointing to the first half of next year being sort of flat to modestly up in the second half, I think you think will be a little stronger, so a little more of a back half loaded year next year. What are the drivers for the second half of the year to kind of accelerate versus the first half? Is it mostly due to DRAM and the fab readiness issue?Brice HillSenior VP, CFO & leads Global Information Services Awesome. ...