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

Core Viewpoint - The company anticipates a flat to modest increase in the first half of next year, with stronger performance expected in the second half, driven primarily by advancements in AI and energy-efficient computing [1]. Group 1: Industry Trends - AI is identified as a significant tailwind for the industry, indicating a growing demand for energy-efficient computing solutions [1]. - The concept of pervasive computing is highlighted, suggesting a shift towards more integrated and efficient computing technologies [2]. Group 2: Company Insights - The company emphasizes its focus on materials engineering, which aligns with the industry's need for enhanced energy efficiency in computing [1]. - The readiness of fabrication facilities (fabs) and developments in DRAM technology are also mentioned as contributing factors to the anticipated acceleration in the second half of the year [1].