Applied Materials CEO: AI race hinges on technology and capacity

Applied Materials CEO Gary Dickerson said leadership in AI computing is being decided on two fronts—technology and manufacturing capacity. Chipmakers must advance chips, memory, advanced packaging and system interconnects simultaneously to keep pace with demand.

• Dickerson named technology and manufacturing capacity as the two fronts of the AI race
• Chipmakers must advance chips, memory, packaging and interconnects at once
• Applied Materials ties the gap to insufficient capacity for rising demand