In this 2 minute video I am highlighting two insights about AI Computing and Energy.
At Applied Materials we are developing a white paper on Net Zero for AI. Please ping me if you‘d like to partner with us.
In this 2min video I am highlighting two reasons why #Semiconductor Wafer Fab Equipment (WFE) intensity has inflected higher.
In addition to Leading Edge Logic and Memory, ICAPS has also been a key driver of higher WFE intensity.
ICAPS is a category introduced by Applied Materials around 2019 to include IoT, Communications, Automotive, Power & Sensor applications.
I was delighted to host my friend, mentor and ex-colleague Mark Lipacis for our inaugural Future Vision interview at Applied Materials. Mark was insightful and riveting as always. We talked about his wildly successful calls on #NVDA and #AMD, the future of #AI, his latest views on #Semiconductors, and why investors find ICAPS (IoT, Communications, Automotive, Power and Sensors) difficult to understand. Mark described his process for identifying tectonic shifts and left us with much to think about. Thank you Mark!
In this 2min video I am highlighting Applied Materials Growth Thesis. I am looking forward to seeing investors in Chicago next week!
#AMAT #AI #Semiconductors
Great conversation with nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a at Applied Materials on Macro, Bitcoin and Semiconductors. Lyn was brilliant as always.
#Bitcoin is money backed by computing and semiconductors
https://x.com/sundeepbajikar/status/1759299279120990629?s=46&t=qq6dxDp7FJRYUsJdHe0fmA