Key Takeaways Applied Materials' Logic and DRAM units gain from rising AI infrastructure demand.Logic revenues are driven by GAA transition, backside power delivery and metal deposition.DRAM sales up 50% YoY, with strong HBM and vertical transistor growth expected into fiscal 2026.Applied Materials’ (AMAT) Logic and DRAM businesses are gaining traction on the back of rising demand for AI infrastructure. On fiscal third-quarter 2025 earnings call, AMAT highlighted its leadership in both Logic and DRAM segmen ...