CEO of Applied Materials: Chip manufacturers are preparing for capacity expansion

Golden Ten Data July 9th｜The CEO of Applied Materials stated that chip manufacturers are sharing their equipment demand outlook for the next two years or even longer with the company to ensure smooth capacity expansion. This indicates that the current AI-driven investment boom may last longer than expected. Applied Materials provides semiconductor equipment to major global chip manufacturers including TSMC, Samsung Electronics, Intel, SK Hynix, Micron, and Kioxia.