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Non-memory WFE decreased in the mid-single digits range with mature node growth in China, partially offsetting declines in leading-edge node spending in the rest of the world.
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2024 Q2
17 Feb 24
memory WFE was down nearly 40% year-on-year, led by cuts in NAND spending of more than 75%
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2024 Q2
17 Feb 24
Turning to WFE. We estimate that 2023 spending ended in the low $80 billion range. This is up slightly from our prior view, driven by continued strength in domestic China spending predominantly in equipment segments where we do not participate.
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2024 Q2
17 Feb 24
What should we think of a normalized or normal deferred revenue level?
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2024 Q1
22 Oct 23
something around $1 billion is a normalized level
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2024 Q1
22 Oct 23
Within calendar year 2024, I believe the deferred revenue balance will trend to more normalized levels.
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2024 Q1
22 Oct 23
Our deferred revenue balance at quarter end was $1.69 billion, which was a decrease of approximately $150 million from the June quarter mainly related to revenue recognized tied to customer advanced payments.
We continue to have a higher deferred revenue balance versus historic levels given these advanced payments.
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2024 Q1
22 Oct 23
Spares and the Reliant product line continues to be the 2 largest components of CSBG.
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2024 Q1
22 Oct 23
Memory customers continue to operate their fabs at very low utilization rates and customers are holding off on upgrading tools until there's more digestion of the outstanding inventory that is in the industry.
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2024 Q1
22 Oct 23
The majority of the China revenue this quarter was from domestic Chinese customers, and we currently expect we will have another strong China geographic concentration profile in the December quarter is low.
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2024 Q1
22 Oct 23
the Logic and Other segment was 26% of our systems revenue
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2024 Q1
22 Oct 23
The Foundry segment represented 36% of our systems revenue
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2024 Q1
22 Oct 23
nonvolatile memory spending is at historic lows in 2023 and for the September quarter, the segment represented 15% of systems revenue
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2024 Q1
22 Oct 23
These spending levels in NAND are at dollar levels we have not seen since planar NAND was the predominant technology.
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2024 Q1
22 Oct 23
The growth in the memory segment was driven by DRAM, which increased sequentially coming in at 23% of systems revenue
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2024 Q1
22 Oct 23
The growth in the memory segment was driven by DRAM, which increased sequentially coming in at 23% of systems revenue
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2024 Q1
22 Oct 23
The growth in the memory segment was driven by DRAM, which increased sequentially coming in at 23% of systems revenue
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2024 Q1
22 Oct 23
September quarter systems revenue in memory was 38%
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2024 Q1
22 Oct 23
based on updated checks on non-Lam-related markets, as well as restricted fab spending in China
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2024 Q1
22 Oct 23
We see spending for calendar year 2023 in the $80 billion range
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2024 Q1
22 Oct 23