AI Index / Applied Materials, Inc.
Applied Materials, Inc. (AMAT)
Applied Materials provides materials engineering solutions critical for semiconductor manufacturing. AI plays a pivotal role in developing advanced technologies, including leading-edge logic, high-performance DRAM, and high-bandwidth memory, which are essential for AI workloads. The company’s focus on energy-efficient computing supports the demands of AI applications, and Applied is working with partners to improve performance-per-watt for AI systems.
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The biggest tectonic shift of all is AI, and the race for AI leadership will, in large part, be determined by which companies in the semiconductor industry are first to deliver substantial improvements in energy-efficient compute performance.
- Gary Dickerson
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Quotes from applied-materials Executives About Artificial Intelligence and Generative AI
In our discussions with leading AI companies, they are telling us that reducing power-per-operation is now more important than increasing operations-per-second. They are also talking about the need to drive a 10,000 times improvement in performance-per-watt over the next 15 years.
- Gary Dickerson
For AI, the advanced chips in the datacenter, used for training AI models, are built upon four critical categories of semiconductor technology: leading-edge logic, high-performance DRAM, high-bandwidth memory enabled by die-stacking technology and advanced packaging to connect the logic and memory chips together in a single integrated package.
- Gary Dickerson
At Applied, our strategy and investments are focused on accelerating the industry's roadmap to support the highest growth-rate global inflections spanning: AI datacenters, edge-AI and IoT...
- Gary Dickerson
...we have built new capabilities and dedicated teams focused on module integration... data analytics and AI...
- Gary Dickerson