StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
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$AMAT is targeting share gains and higher non-GAAP margins by 2030, with advanced logic, DRAM, packaging and services driving the plan.
We've presented our longer-term growth expectations and outlined how our leadership in materials engineering positions the company to outperform the wafer fab equipment market over the coming years.
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