The AI-driven semiconductor inflection will last a very long time

“It is the greatest time in the history of the industry and for Applied Materials. AI is driving incredible computing demand.”

“AI is going to transform every industry. It's the most enabling innovation of our lifetimes.”

“increasing uncertainty and lower visibility”

“Intel CEO Lip-Bu Tan said on the earnings call that the company's 18A-P node, a variant of its 18A family, is on track to launch by the end of the year.”

“The CEO says rebuilding a competitive foundry business will take years, even with billions of dollars in government and private investment.”

“An EUV system, if you look at the price, is going to be more expensive than a low-NA system, but the cost of making a wafer with this tool on some advanced layers will be cheaper. We can…”