- AMAT reports good but underwhelming quarter
- China slowing creates revenue & GM headwinds- ICAPs weak
- AI remains the one and only bright spot in both foundry & memory
- Cyclical recovery remains slow – Single digit Y/Y growth
OK quarter – still slow growing, revs up only 5% Y/Y
AMAT came in at revenues of $6.78B… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot