The CEO of Applied Materials stated that chip manufacturers are sharing their equipment demand forecasts for the next two years or more with the company to ensure the smooth implementation of their expansion plans. This indicates that the current AI-driven chip investment boom may last longer than market expectations. Applied Materials provides semiconductor equipment to major global chip manufacturers such as TSMC and Samsung Electronics. The significant improvement in visibility into its customers' demand suggests that the duration of the current upcycle in the chip industry may be stronger than previously anticipated by the market.
