AMAT Investor Event
- expects both a bigger market and higher share. Leading-edge logic, DRAM and advanced packaging should generate 75% of incremental WFE growth through 2030- Targets >2 ppt of WFE share gain, from 18.3% in CY2025 to an implied >20.3%- CY2030 profitability targets are 54% GM & 40% OPM; points inflationary costs limiting GM upside- Advanced packaging business to scale to $5B in a few years vs current $2.4B; HBM packaging $1B in CY26Source: Sravan Kundojjala
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