Applied Materials CEO says agentic AI drives wafer demand

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.

• Dickerson: wafer output demand unprecedented in his career
• Agentic AI and AI computing are the main drivers
• Applied Materials tracks more than 100 fabs worldwide
• Cleanroom capacity limits equipment growth