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Sundeep Bajikar conducts business/corporate development and strategic planning at Applied Materials. He has 10 years of experience as a senior equity research analyst covering global technology stocks for Morgan Stanley and Jefferies. He has also worked as a researcher, ASIC design engineer, system architect and strategic planning manager at Intel Corp. He holds an MBA in finance from the Wharton School and M.S. degrees in electrical and mechanical engineering from the University of Minnesota.
My previous blog explained the computing architecture requirements for AI workloads. Now, I take a deep dive into the types of materials engineering breakthroughs needed to enable these new architectures.
Part 2 of my blog series looks at how new materials, materials engineering and 3D design techniques are extending the semiconductor technology roadmap even as classic 2D scaling reaches physical and economic limits.