---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000937845.md"
description: "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"
datetime: "2026-10-14T12:25:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000937845.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000937845.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000937845.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# AMAT Investor Event- expects both a bigger market …


### Related Stocks

- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [AMA.US](https://longbridge.com/en/quote/AMA.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**