Applied Materials Inc at Citi Global TMT Conference Transcript
All right. Good morning. Welcome to day one of Citi Global TMT Conference. My name is Atif Malik. I cover US semiconductors and semiconductor equipment stocks. It's my pleasure to welcome Brice Hill, Senior Vice President and CFO from Applied Materials; also Mike Sullivan, Corporate VP and Investor Relations. I'm going to kick it off with my questions first. (Operator Instructions) Welcome, Brice.
Good morning.
Questions & Answers
Let's start with the market outlook. A very exciting year. You've described customer visibility as the best you've had, rolling 8-quarter forecast, tracking 10-plus new fabs having conversations extending to 2030, you have been raising your semis revenue expectations to more than 30% now. Can you just talk about the confidence on this continued growth and how you're looking at your opportunity in the next few
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