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Viewpoint Index

January 6, 2017

VIEWPOINT 2017: Arthur Sherman, VP Corporate Strategy & Marketing, Applied Materials
VIEWPOINT 2017: Arthur Sherman, VP Corporate Strategy & Marketing, Applied Materials
Arthur Sherman, VP Corporate Strategy and Marketing, Applied Materials
Going into 2017, Applied Materials is well positioned to enable a number of new technology applications for emerging trends such as big data, IoT, cloud infrastructure, artificial intelligence, augmented and virtual reality, and smart vehicles.

These applications significantly add to existing semiconductor demand for mobility, PCs and other consumer electronics, particularly for memory technology and also introduce the need for new, specific types of chips.

Increased demand for a greater mix of chips to serve a larger universe of products has changed the industry. Our customers now add capacity on a flexible basis, building out lines and line extensions instead of entire mega fabs.

Applied has changed as well to meet the manufacturing requirements of a broader range of next-generation devices. Over the past few years, through our leadership in materials engineering, we have delivered innovative and efficient technologies that address production challenges for all types of semiconductors.

As the semiconductor industry becomes more diversified, supporting new consumer, enterprise and industrial applications, it is much less volatile. This trend supports our view that demand for semiconductors and capital equipment is becoming less cyclical -- a major advantage for the entire industry ecosystem.

Arthur Sherman, VP Corporate Strategy and Marketing
Applied Materials