Applied Materials Inc (WBO:AMAT)
€ 174.24 6.64 (3.96%) Market Cap: 143.30 Bil Enterprise Value: 140.25 Bil PE Ratio: 21.29 PB Ratio: 7.95 GF Score: 97/100
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Applied Materials Inc SEMICON West Technology Breakfast Transcript

Jul 11, 2023 / 02:00PM GMT
Release Date Price: €123.12 (-4.54%)
Vincent DiCaprio

Good morning. It's great to see you guys. And I think like Sundar said, I just love being here at Applied. It's really a great place to innovate. And today you're going to hear a lot from our panel about what innovation collaboration is all about. So they gave us a compelling story about what innovation is about. And what Sundar did has really set the stage for heterogeneous integration. And the equipment that we're doing at Applied, making at Applied, and how we're out there really enabling the industry. So this is a paradigm that will require collaboration, and we're going to dive deep when the panel comes up here.

So before the introductions, I'd like to pay homage to Gordon Moore, who in 1965 predicted that heterogeneous integration would eventually be necessary to drive scaling. And now you see you have a great picture of what's going on. I'd like to start by inviting the panel up to the stage. From AMD, we have Mark Fuselier, Senior VP of Technology, Product Engineering. In addition to overseeing Product Engineering, Mark has responsibility for both silicon, package technology

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