Applied Materials Forecasts Very Strong DRAM Growth in 2026, Sees 2027 Demand
Applied Materials' management outlines a robust DRAM growth trajectory for 2026, with heavy emphasis on the second half as customers expand clean room capacity. They also signal durable multiyear demand into 2027, driven by AI memory expansion and a persistent supply-demand gap, positioning Applied to gain share and sustain high visibility through 8-quarter rolling forecasts.
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