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February 8, 2018

VIEWPOINT 2018: Arthur Sherman, VP, Corporate Strategy & Marketing, Applied Materials
VIEWPOINT 2018: Arthur Sherman, VP, Corporate Strategy & Marketing, Applied Materials
Arthur Sherman, Vice President, Corporate Strategy and Marketing, Applied Materials
We're at the beginning of a new era in computing where market drivers such as IoT, big data and AI have the potential to transform entire industries. This is creating demand for greater computing performance and higher storage capacity, supporting the outlook that 2018 will be another strong year of growth for the wafer fabrication equipment industry.

Tremendous demand for data storage has produced record shipment levels of memory chips. The logic and foundry roadmaps are being driven by the shift towards highly specialized architectures and larger chips customized for AI workloads. Advancements in computing are also taking place in the cloud and at the edge.

Applications where latency and security are important, like autonomous vehicles, language processing or safety systems, data will be processed and stored at the edge. This means more logic and memory content in edge devices, where power requirements are critical.

The many new semiconductor devices being designed and ramped into production bring new challenges that require fundamental innovations. Chipmakers are looking to build chips in ways not possible before. This requires new materials and new capabilities such as selective deposition and removal, and precise control at the sub-atomic level in all three dimensions.

In today's highly competitive and rapidly changing market, it's important that Applied continues to focus our R&D in areas that create and enable technology inflections, and help our customers increase their speed of innovation by using our Maydan Technology Center where we offer a complete suite of manufacturing tools and the capability to test chips. We are committed to offering the technologies to help chipmakers bring their leading-edge devices to market faster.

Arthur Sherman, Vice President, Corporate Strategy and Marketing
Applied Materials