Key Takeaways AMAT's etch business exceeded $1B in Q3, driven by strong DRAM demand for AI applications.New DRAM wins include advanced gapfill tools and Pioneer dielectric patterning systems.AMAT sees 50% revenue growth from leading DRAM customers in fiscal 2025, eyeing share gains.Applied Materials (AMAT) is witnessing strong growth in its memory business, which is being driven by strong demand for advanced Dynamic Random Access Memory (DRAM). In the third quarter of fiscal 2025, a key highlight was Applie ...