Brice Hill

“So, you know, the demand confidence that we have, we look at, we have a lot of information coming in from our customers, especially the DRAM and leading logic companies.”

“I'm pleased to share that Applied delivered another quarter of double-digit sequential and year-over-year growth in revenue, operating profit, and non-gap earnings per share.”

“Right at the start of the year, Applied was looking at a growth rate of 20 percent in your semisystems business. you upped it to 30 percent where have been kind of the incremental growth drivers in the near term and then we'll talk about you know what what you're seeing on over the horizon sounds good vivek so state…”

“AI is driving wafer fab equipment spending to the areas where Applied has been investing the most, and we see the positive mix continuing in the second half of the calendar year and well beyond.”

“I'm pleased that Applied delivered strong first quarter results, and I'd like to thank our global teams and partners for their contributions. Looking ahead to Q2, we anticipate strong growth in our semiconductor systems business, along with healthy gross margin and increasing profitability for the company.”