Applied Materials Inc (WBO:AMAT)

€ 161.06 -2.08 (-1.27%) Market Cap: 134.11 Bil Enterprise Value: 131.07 Bil PE Ratio: 19.83 PB Ratio: 7.41 GF Score: 98/100

Applied Materials Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 06, 2023 / 03:50PM GMT

Release Date Price: €142.88 (-0.57%)

Transcript

Toshiya Hari

Goldman Sachs Group, Inc., Research Division - MD

Good morning, everyone. We'd like to get started. Thank you so much for joining. My name is Toshiya Hari. I cover the semiconductor and semi-cap equipment space for Goldman Sachs. Very honored, very excited to have Gary Dickerson from Applied Materials.

So just a brief intro of Gary for those who do not know him, I'm sure everyone does. He's one of the longest tenured CEOs in the semiconductor industry. He began his career over 35 years ago after studying engineering management and business in Missouri. His career has given him deep exposure to all of the key chip making technologies. He was a lithography section manager at AT&T. He also spent 18 years at KLA where he and his teams developed process control technologies that helped increase KLA's revenue from $80 million to $2 billion a year. He became President and COO of KLA, and then he served as the CEO of Varian Semiconductor from 2004 through 2011, during which he helped the market's cap -- company's market cap grow by about 7x. And just this week, Gary celebrated his 10th

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