Group 1 - The CFO of Applied Materials, Brice Hill, stated that U.S. government incentives for chip manufacturers will not alter the demand forecast for high-end chip manufacturing tools [1] - The U.S. government announced the acquisition of approximately 10% stake in Intel, which is a customer of Applied Materials [1] - Hill mentioned that while this support may change the location of factory construction, it will not increase overall demand [1] Group 2 - Increased competition may slightly reduce the average utilization rate of factories, but it is not expected to change Applied Materials' five-year forecast [1]