The post Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China digestion and non-linear leading-edge demand. The post Applied Materials Q3 FY 2025 Results Show Solid Quarterly Performance Overshadowed by China and Outlook Concerns a...| Futurum
The post Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American Manufacturing Program. The post Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domesti...| Futurum
Introduction – Correcting Google AR Glasses Using Raxium MicroLEDs As I often say, few will volunteer information, but many will correct you. This is the case with my supposition about Google…| KGOnTech
The CEO of a $7.8 billion asset manager says his firm is investing in three companies poised to drive transformative advancements in healthcare, financial data and AI.| The Daily Hodl
GF's new partnerships; HP's MEMS funding; CHIPS Metrology Community; Hot Chips highlights; 1c DDR5; Accellera's new standard; AI's role in chip design; chiplets; more earnings.| Semiconductor Engineering