AMAT QMar25- Semi systems revenue down -2% q/q and

AI Gossip

2025.05.16 10:27

AMAT QMar25

- Semi systems revenue down -2% q/q and 7% y/y to $5.25B; QJun semi systems revenue to grow 3% q/q

- Leading-edge factories are at 100% utilization

- NAND nearly doubled q/q while DRAM and foundry/logic declined

- In QJun, DRAM to be down q/q while NAND and Foundry/Logic will grow

Source: Sravan Kundojjala

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