Applied Materials raised its FY26 systems growth outlook as AI demand strengthens, with customer forecasts extending into FY27 and, in some cases, out to FY30. The longer-duration visibility supports a more optimistic near-to-mid-term demand setup for its systems business.
Applied Materials raised its FY26 systems growth outlook as AI demand strengthens, with customer forecasts extending into FY27 and, in some cases, out to FY30. The longer-duration visibility supports a more optimistic near-to-mid-term demand setup for its systems business.
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