Applied Materials CEO says agentic AI drives wafer demand

DIGITIMESOctober 15, 2026en

Applied Materials CEO Gary Dickerson said customer demand to produce more good dies per wafer and rapidly expand wafer output has reached levels unprecedented in his career, driven by the rise of AI computing. Speaking at a global investor conference, he said the company expects revenue from related businesses to grow by more than 20% over the next several years.

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