Applied Materials

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by John Martinis · said 3 times in 2 episodes since 2023 · across every show →

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brought up most by John Martinis (2), David Friedberg (1)

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Everything said about Applied Materials, oldest first

Oct 27, 2025 bullish
Disclosure
Martinis: China lacks access to the 300mm fabrication tools for quantum
“We're going to be using applied materials and the modern fabrication processes that they have, which on 300 millimeter tools, you know, you can't get in China, for example.”
John Martinis Oct 27, 2025 ▶ 42:55 Nobel Prize in Physics Winner: The Quantum Leap That Changed Everything - John Martinis
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