Applied Materials Inc at Deutsche Bank Technology Conference (Virtual) Transcript
Good morning, everyone, and I guess good afternoon, everyone in the East Coast. I'm Sidney Ho. I cover semiconductor, semi-cap equipment and IT hardware here at Deutsche Bank. The next company we have is Applied Materials. Applied is a leading global provider of semiconductor capital equipment with strong exposure in both memory and foundry/logic. Applied has also has presence in display market, which is a little bit less than 10% of revenue today.
But today, we're joined by Applied's CFO, Dan Durn. Welcome, Dan. Great to have you here.
Thanks.
So before we start, for those investors who are listening to the webcast through our portal, if you want to ask a question, there is a box on your screen where you can find -- you can type in your question. And I will try to ask those questions
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