Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?

Key Takeaways AMAT's HBM business reached about $1.5B in fiscal 2025, with a goal to grow to $3B.AMAT's Kinex, the first die-to-wafer hybrid bonder, with adoption underway at customers.AMAT highlighted leadership in HBM on its fiscal Q4 2025 call, citing strong long-term demand visibility.Applied Materials’ (AMAT) high bandwidth memory (HBM) business revenues hit $1.5 billion in fiscal 2025. The company is determined to reach $3 billion in the next few years. AMAT expects future generations of HBM to adopt ...