“It is the greatest time in the history of the industry and for Applied Materials. AI is driving incredible computing demand.”
“We're guiding for tremendous growth. This inflection is going to go on for a very long time.”
“AI is going to transform every industry. It's the most enabling innovation of our lifetimes.”
“increasing uncertainty and lower visibility”
“He also said the guidance does not account for pending export license applications and assumes a significant backlog.”