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we are seeing average die sizes in advanced foundry-logic grow
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2023 Q1
19 Feb 23
our service business which is on track to grow in 2023, even after the impact of current U.S. export control regulations
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2023 Q1
19 Feb 23
our record backlog
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2023 Q1
19 Feb 23
our position with technology leaders
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2023 Q1
19 Feb 23
our balanced market exposure
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2023 Q1
19 Feb 23
we believe Applied Materials is well positioned to outperform the market in 2023
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2023 Q1
19 Feb 23
we now see spending being up year-on-year
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2023 Q1
19 Feb 23
ICAPS, chips for IoT, Communications, Auto, Power and Sensor applications, is incrementally more positive than it was last quarter
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2023 Q1
19 Feb 23
one of our major suppliers encountered a disruption that will impact our second quarter shipments
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2023 Q1
19 Feb 23
we expect backlog to start declining as we move through 2023
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2023 Q1
19 Feb 23
We also grew our backlog for the ninth consecutive quarter.
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2023 Q1
19 Feb 23
we expect that we’ll begin to work that down toward a more normal level as we start to improve supply chain and be able to ship the demand that we’re still shipping from last year
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2023 Q1
19 Feb 23
We expect Applied’s non-GAAP gross margin to be approximately 46.5% which is lower quarter-over-quarter primarily driven by lower volumes and higher near-term supply chain logistics costs
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2023 Q1
19 Feb 23
We’re actually not concerned that it’s going to be affected by trade regulations.
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2023 Q1
19 Feb 23
China is the largest region and the largest single country driving ICAPS.
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2023 Q1
19 Feb 23
demand has been accelerating in those markets
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2023 Q1
19 Feb 23
the ICAPS markets are very strong
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2023 Q1
19 Feb 23
when we get past this year, we’ll expect to see strength in foundry logic again
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2023 Q1
19 Feb 23
they’re resizing their capital buys as they look at the utilization level that they are now
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2023 Q1
19 Feb 23
The largest leading-edge customers are running at lower utilization at this point.
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2023 Q1
19 Feb 23