Applied Materials Inc at Needham SemiCap and EDA Conference (Virtual) Transcript

Jan 22, 2024

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Aug 24, 2021 / 04:45PM GMT
Nathaniel Quinn Bolton - Needham & Company, LLC, Research Division - Senior Analyst

Good afternoon, and welcome, everybody. I'm Quinn Bolton with Needham & Company. I follow the semiconductor and semiconductor capital equipment day. Thank you all for joining us at Needham's Second Annual Virtual SemiCap and EDA Conference.

It's my pleasure to host this fireside chat with the management team of Applied Materials. With me today from the company are CFO, Dan Durn; and Vice President of Investor Relations, Mike Sullivan. (Operator Instructions)

So with that, we'll go ahead and get started with the first questions.

Questions and Answers:

Nathaniel Quinn Bolton - Needham & Company, LLC, Research Division - Senior Analyst

Dan, obviously, the company reported strong results and outlook last Thursday, but maybe just to level set folks. Can you sort of remind us of your thoughts on the WFE environment looking into the second half? And which segments within WFE are growing fastest this year?

Daniel J. Durn -

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