Applied Materials Inc at Citi Global Technology Conference (Virtual) Transcript
Welcome to day 1 of Citi Virtual Technology Conference. My name is Atif Malik. I cover U.S. semiconductor and equipment stocks here at Citi. With us today are Dan Durn, CFO, Applied Materials; and Michael Sullivan, VP, Investor Relations. The format of our discussion is a fireside chat. Dan is going to open with a few comments, and I'll go with my questions first. If you have any questions for the AMAT management team, please e-mail them to me, that's [email protected]. Over to you, Dan.
Thanks, Atif, and good morning, good morning to everyone. So very quickly, just taking a step back, a lot going on with respect to pandemic, geopolitical environment. But this has been an incredible year with respect to semiconductors and semiconductor capital equipment. Demand remains strong with our customers. The strength is broad-based. We're seeing strength in our business across
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