102 annotations
These complex 3D structures can provide a more than 30% improvement in a chip's energy efficiency
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2024 Q1
18 Feb 24
gate-all-around transistors, in leading-edge foundry logic
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2024 Q1
18 Feb 24
Looking further ahead, we see opportunities for this business to double again
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2024 Q1
18 Feb 24
In fiscal 2024, we expect our HBM packaging revenues to be 4x larger than last year, growing to almost $0.5 billion. And across all device types, we expect revenue from our Advanced Packaging Product portfolio to grow to approximately $1.5 billion.
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2024 Q1
18 Feb 24
In 2023, we estimate that our DRAM share was more than 10 points higher than it was a decade earlier.
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2024 Q1
18 Feb 24
In 2023, we estimate that our DRAM share was more than 10 points higher than it was a decade earlier.
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2024 Q1
18 Feb 24
High Bandwidth Memory or HBM made up only about 5% of DRAM output in 2023, but is expected to grow at a 50% compound annual growth rate over the coming years.
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2024 Q1
18 Feb 24
the packaging steps needed for die stacking further increase our total available market
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2024 Q1
18 Feb 24
We expect our NAND revenues to be up year-on-year, but NAND to remain less than 10% of total wafer fab equipment spending. And we see continued strength in our DRAM business, driven by customers ramping production of high-bandwidth memory.
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2024 Q1
18 Feb 24
In terms of Applied's business in 2024, we see leading-edge foundry logic being stronger year-over-year
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2024 Q1
18 Feb 24
In our discussions with customers, we're hearing that overall market dynamics are improving. There is a reacceleration of capital investment by cloud companies, fab utilization is increasing across all device types and memory inventory levels are normalizing.
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2024 Q1
18 Feb 24
In our discussions with customers, we're hearing that overall market dynamics are improving. There is a reacceleration of capital investment by cloud companies, fab utilization is increasing across all device types and memory inventory levels are normalizing.
(No comment added)
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2024 Q1
18 Feb 24
Hi
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2023 Q1
21 Feb 23
Hi
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2023 Q1
21 Feb 23
their customers, our customers’ customers are working through inventories at this point in time
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2023 Q1
19 Feb 23
you said last quarter, SSG backlog was $12.7 billion
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2023 Q1
19 Feb 23
we don’t think it’s turning yet
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2023 Q1
19 Feb 23
we expect to recover all of this revenue, and the majority of it in Q3
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2023 Q1
19 Feb 23
This guidance includes a negative estimated adjustment of $250 million related to a cybersecurity event that was recently announced by one of our suppliers.
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2023 Q1
19 Feb 23
This drives the need for additional wafer capacity while also accelerating the transition to chiplets and heterogeneous designs.
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2023 Q1
19 Feb 23