Sep 10, 2021 / 04:45PM GMT
Shek Ming Ho - Deutsche Bank AG, Research Division - Director & Senior Analyst
Good morning, everyone, and I guess good afternoon, everyone in the East Coast. I'm Sidney Ho. I cover semiconductor, semi-cap equipment and IT hardware here at Deutsche Bank. The next company we have is Applied Materials. Applied is a leading global provider of semiconductor capital equipment with strong exposure in both memory and foundry/logic. Applied has also has presence in display market, which is a little bit less than 10% of revenue today.
But today, we're joined by Applied's CFO, Dan Durn. Welcome, Dan. Great to have you here.
Daniel J. Durn - Applied Materials, Inc. - Senior VP & CFO
Thanks.
Shek Ming Ho - Deutsche Bank AG, Research Division - Director & Senior Analyst
So before we start, for those investors who are listening to the webcast through our portal, if you want to ask a question, there is a box on your screen where you can find -- you can type in your question. And I will try to ask those questions
Applied Materials Inc at Deutsche Bank Technology Conference (Virtual) Transcript
Jan 22, 2024
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