WFE

WFE Intensity Step-up: 3D NAND Case Study

We’ve received great feedback on our “Battle of Exponentials” framework, which examines the market impacts we’ve observed since around 2015 as data generation continued to expand at an exponential rate while classic Moore’s Law scaling slowed. In this blog post we focus on the step-up in NAND equipment capital intensity that occurred during the transition from 2D to 3D NAND architectures.

Trends Accelerating the Semiconductor Industry in 2021 and Beyond

2020 will be remembered most for the challenges of COVID-19. In the world of technology, it will be remembered for accelerating digital transformations that would have taken many more years to play out. Entering 2021, the dependency between the global economy and semiconductors is greater than it’s ever been. At the same time, the way chips are being made is changing as traditional Moore’s Law scaling slows. Applied Materials is dedicated to driving new ways to help our customers continue to deliver improvements in chip power, performance and cost, in record time.
Instant-On Tablets Driving SSD Growth

Instant-On Tablets Driving SSD Growth

Semiconductor Manufacturing & Design’s David Lammers recently covered Applied Materials’ analyst meeting and published an article on the growth and wider adoption of solid-state drives as well as what is driving wafer-level packaging and through-silicon vias. Below are a few highlights of the report.