AMAT growth powered by AI and cloud spending across advanced packaging, DRAM
AI-driven demand and rising cloud investments are supporting AMAT growth in advanced packaging, DRAM, and foundry logic, with over 100 new fabs tracked globally. Gross margins are expanding via value-based pricing.
AI-driven demand and rising cloud investment are supporting strong growth in advanced packaging, DRAM and foundry logic, with more than 100 new fabs tracked globally. Gross margins are widening on value-based pricing, while the services and process control businesses are outperforming long-term models.