Sep 21, 2021 / 04:00PM GMT
Harlan Sur - JPMorgan Chase & Co, Research Division - Senior Analyst
Greetings, and thank you for attending JPMorgan's 12th Annual U.S. All Stars Conference. My name is Harlan Sur, Semiconductor and Semiconductor Capital Equipment Analyst here at the firm. And very pleased to have Dan Durn, Chief Financial Officer of Applied Materials here with us today.
As most of you know, Applied Materials is the global leader in the semiconductor capital equipment solutions with diversification into the advanced display manufacturing market as well as a pretty strong position in the fast-growing advanced packaging market as well. And the digital transformation that we're seeing in virtually all end markets is driving the need for what Applied calls their PPACt playbook, right, or helping semiconductor companies drive lower power consumption, higher performance, smaller area, lower cost faster time to market in their next-generation chip solution. So power performance area of cost, time to market, PPACt.
And PPACt applies not only to advance manufacturing and leading-edge deep submicron
Applied Materials Inc at JPMorgan US All Stars Conference (Virtual) Transcript
Jan 22, 2024
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