Applied Materials, Inc. (AMAT) Presents at BofA Securities Global Technology Conference Transcript

Group 1 - The demand environment for Applied Materials has evolved as expected, with a focus on energy-efficient computing and AI-driven technologies [4] - AI is significantly influencing the semiconductor portfolio, particularly in the development of GPUs, CPUs, and accelerators [5] - There is a strong demand for compute memory, especially high-bandwidth memory, which is essential for AI performance systems [5]