AMAT growth tied to AI demand, capacity and tech investments
AI-driven demand and rising customer forecasts are fueling growth in advanced packaging, DRAM, and foundry logic. The outlook cites capacity and technology investment, plus gross-margin expansion via value-based pricing and R&D.
AI-driven demand and higher customer forecasts are underpinning robust growth in advanced packaging, DRAM and foundry logic, alongside significant investment in capacity and technology. Gross margins are expanding on value-based pricing and R&D, while the services and process control segments are outperforming.