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 momentum in our business is being driven by three key factors: first, the rapid global build-out of AI computing infrastructure.
- Gary Dickerson
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Quotes from applied-materials Executives About Artificial Intelligence and Generative AI
Over the past several months, global AI adoption has continued to accelerate as improvements in the performance and cost of AI computing are translating into real-world applications that deliver compelling returns for users.
- Gary Dickerson
If I look at our own company as an example, today, we have more than 35,000 AI users across our global workforce.
- Gary Dickerson
Publicly available data indicates that global token generation has increased more than threefold in just the past three months.
- Gary Dickerson
Importantly, AI demand is not only growing rapidly, it's also diversifying.
- Gary Dickerson
For AI computing, leading-edge foundry logic, DRAM and advanced packaging have the greatest impact on overall system performance, power efficiency and costs.
- Gary Dickerson
As a result, we expect these three areas to account for more than 80% of the year-on-year growth in total wafer fab equipment spending in 2026.
- Gary Dickerson
AI is driving wafer fab equipment spending to the areas where Applied has been investing the most.
- Brice Hill