Applied Materials Inc (NAS:AMAT)

$ 206.42 -3.31 (-1.58%) Market Cap: 171.51 Bil Enterprise Value: 172.78 Bil PE Ratio: 24.28 PB Ratio: 9.84 GF Score: 88/100

Applied Materials Inc at Sanford C Bernstein Strategic Decisions Conference Transcript

May 27, 2020 / 06:30PM GMT

Release Date Price: $56.4 (+2.29%)

Transcript 10-Q

Stacy Aaron Rasgon

Sanford C. Bernstein & Co., LLC., Research Division - Senior Analyst

Good afternoon, everyone. I'm Stacy Rasgon. I'm Bernstein's senior research analyst for the U.S. semiconductor space. (Operator Instructions)

Also working with our partner, Procensus, to do live polling on the presentation after the session ends, a link to the Procensus pole is also on the left of your screen. Again, this will be a live poll with immediate access to results and sentiment on AMAT for those who choose to submit. So do please take the 60 seconds it will take to fill out afterwards.

With the logistics out of the way now, I can't express what an honor it is to have our guests, plural, here today, Gary Dickerson, the President and CEO; and Dan Durn, CFO of Applied Materials. Now the semiconductor capital equipment industry has been enjoying a bit of a renaissance over the last several years. And even given some of the current conditions, I'd say total WFE spend remains very strong compared to prior peak trough behavior. I'd say the much anticipated end of Moore's Law far from reducing

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