Applied Materials Inc at DRAM and Advanced Packaging Master Class Transcript
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Hello, and welcome back to the Applied Materials Masterclass series. Several years ago, we anticipated that the AI wave would drive the semiconductor industry to $1 trillion in annual sales by 2030.
And through that time, we modeled the wafer fab equipment market composition to be around one-third leading edge foundry logic, one-third ICAPS, and one-third memory, with memory evenly divided between DRAM and NAND.
Today, we see AI driving the semiconductor industry to around $1 trillion this year, and new incremental applications like agentic, edge, and physical AI growing the industry to much higher levels over the next several years.
These AI waves are fueling demand for faster, more energy-efficient chips and systems, and this is creating a new WFE spending mix.
We now expect leading-edge Foundry/Logic to outgrow ICAPs and drive well over 50% of Foundry/Logic in the years ahead. And in memory, we
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