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Applied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof
Source: 247wallst.com
Artificial IntelligenceTechnology & InnovationCorporate Guidance & OutlookCompany Fundamentals
Applied Materials CEO Gary Dickerson indicated that customer order books extend years into the future at a Goldman conference, signaling durable demand for semiconductor-equipment capacity. Peer-company commentary corroborated the outlook, strengthening the bullish case for AI-driven chip investment despite skepticism over the sustainability of the cycle.
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