Applied Materials CEO says agentic AI drives wafer demand

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 15 Oct, 08:02 UTC

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…