AMAT admits share losses in C25 (up to 200bps but could be more) as some competitors like Lam outperformed WFE by a big margin. Domestic China tool vendor progress and ICAPS (mature nodes) weakness are key drivers of share losses. DRAM and leading-edge logic remain area of strength though AMAT reduced its GAA guidance for F25 by 10%.
Source: Sravan Kundojjala
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