Applied Materials Inc /Dereason 02 of 4it can hold its price and keep the customerderived 2026-09-11accession 0001628280-26-058235
Development efforts are focused on solving customers' key technical challenges in patterning, transistor, interconnect, process control, and packaging performance
The increase in foundry and logic customers' spending for the three and nine months ended July 26, 2026 reflected stronger demand for leading-edge manufacturing technologies
Memory customers' spending in the three and nine months ended July 26, 2026 was higher compared to the same periods in the prior year due to increased customer investments in DRAM technology transitions
Gross margin in the three and nine months ended July 26, 2026 increased compared to the same periods in the prior year primarily driven by higher revenue, increases in average selling prices, and lower material and manufacturing costs
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedfour sentences · whole, uncut
the claims it rests on
“Development efforts are focused on solving customers' key technical challenges in patterning, transistor, interconnect, process control, and packaging performance”
“The increase in foundry and logic customers' spending for the three and nine months ended July 26, 2026 reflected stronger demand for leading-edge manufacturing technologies”
“Memory customers' spending in the three and nine months ended July 26, 2026 was higher compared to the same periods in the prior year due to increased customer investments in DRAM technology transitions”
“Gross margin in the three and nine months ended July 26, 2026 increased compared to the same periods in the prior year primarily driven by higher revenue, increases in average selling prices, and lower material and manufacturing costs”