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Applied Materials CEO: Chips Are the Biggest Destination for AI Spending
1 hour ago /
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Author：小编
During the analyst conference call, Applied Materials CEO Gary Dickerson stated that a substantial portion of spending by AI hyperscalers is directed toward semiconductors and chips. He estimates that 60% of all capital expenditure flows into the silicon sector, with more than 85% of that amount going to foundries, DRAM memory, and advanced packaging. These three areas have the greatest impact on the AI computing roadmap and are projected to become the fastest-growing segment of wafer fab equipment by 2027.
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