Applied Materials (AMAT) 2025 Conference June 04, 2025 01:40 PM ET Speaker0 I guess it's still morning, and good morning, everyone. Thank you for joining us for this session with Applied Materials. I'm Vivek Arya from BFA Semiconductor and Semi Cap Equipment Research team. I'm really delighted in order to have Bryce Hill, the Chief Financial Officer of Applied Materials join us. Typical fireside format, I have many of my questions, but please feel free to raise your hand if you would like to bring something ...