Episode Details

Applied Materials shatters records with Q2 revenue of $7.91 billion, up 13% QoQ and 11% YoY, driven by AI demand in chip-making hotspots. Gross margins hit 50%, best in 25 years. AIs growth boosts CPU, DRAM, and NAND needs, leading to expanded manufacturing in the U.S., Europe, and Singapore. Over 35,000 AI users accelerate R&D, factories, and workflows. Applied guides Q3 revenue at $8.95 billion, expecting semiconductor equipment biz growth of over 30% this year, powered by AI analytics on 35,000 connected chambers.

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