Applied Materials Looks to the Future! AI Investments Last Longer Than Expected and Rise to USD 1.5 Trillion!

Extended Investment Cycle: Semiconductor market is entering a growth phase due to ongoing AI investments beyond the next two years Convergence of Memory and Logic: AI computing drives the use of logic architectures in DRAM production and Advanced Packaging Smart Glasses Business: In addition to chip equipment, Applied Materials is expanding with the visual system SENZ for smart glasses The US semiconductor equipment provider Applied Materials (AMAT) is significantly benefiting from ongoing investments in AI. Contrary to common market...