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Applied Materials (AMAT) CEO comments that the company now expects overall packaging revenues to grow more than 70% and expects to grow process diagnostics and control business over 50% in calendar 2026

StockNow breaking-news AI analysis

AMAT expects 70% growth in packaging and 50% in diagnostics for 2026, driven by HBM complexity and DRAM capacity expansions, amid broad industry upgrades for AI infrastructure.

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Have strong pipeline of new process diagnostics and control products that will fuel growth in 2027 and beyond. CFO says expect very significant increase in DRAM revenues in the second half of calendar 2026 as customers begin to expand clean room capacity.

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