Analyst
TD Cowen
Equibles does not estimate personal net worth.
Chris Sankar is recorded as Analyst at TD Cowen. Chris Sankar has spoken on 8 earnings calls and 1 other investor event across 7 companies, most recently for APPL MATERIAL-T on August 13, 2026. Those appearances were for Lam Research Corp (LRCX), Kulicke & Soffa Industries Inc (KLIC), APPL MATERIAL-T, Applied Materials Inc (AMAT), Advanced Energy Industries Inc (AEIS) and 2 other companies. The companies whose calls Chris Sankar spoke on are classified in the Technology and Industrials sectors.
“I just want to do a follow-up on Kim's question. Gary or Bryce, it seems like your customer conversation seems to have shifted from annual price discussion to basically delivering and meeting requirements, basically time to market with a two-year visibility.”
“I just want to do a follow-up on Kim's question. Gary or Bryce, it seems like your customer conversation seems to have shifted from annual price discussion to basically delivering and meeting requirements, basically time to market with a two-year visibility.”
“Add to them, Doug, you know, you mentioned about growing inventory, but the inventory management is still lean. You know, when I look at prior cycles, this is the time where you should be building a lot more inventory, given the huge WFE potential ahead.”
“Lester, congrats on the very solid results and nice to see a 300 million plus quarter again. I just had two questions, Lester. One is, you know, in the past you gave some color on how to think about utilization rate across geographies.”
“I just want to follow up on an earlier question on the upgrade to the WFE numbers, the 135 going to 140 billion plus. Is there a way to segment, was the bigger driver NAND?”
TD Cowen
Analyst
Transcript header (unverified)
LRCX
Semiconductor Equipment & Materials · Technology
Semiconductor Equipment & Materials · Technology
APPL MATERIAL-T
Semiconductor Equipment & Materials · Technology
Electrical Equipment & Parts · Industrials
ICHR
Semiconductor Equipment & Materials · Technology
ASML
Semiconductor Equipment & Materials · Technology
Q3 2026 Applied Materials Earnings Conference Call
APPL MATERIAL-T
