Wafer Fab Equipment Positioned for a New Wave of Growth
By Sundeep Bajikar. At Applied Materials' 2021 investor meeting, we suggested that the semiconductor industry had transitioned into a fourth ...
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By Sundeep Bajikar. At Applied Materials' 2021 investor meeting, we suggested that the semiconductor industry had transitioned into a fourth ...
by Sundeep Bajikar. May 30, 2018. In part two of this blog series, I provided broader industry context about AI and IoT, and introduced ...
by Sundeep Bajikar. Jun 20, 2018. I enjoyed presenting to investors at the New Street Research Accelerated Computing conference hosted by Pierre Ferragu on ...
Sundeep Bajikar. (all posts) Sundeep Bajikar conducts business/corporate development and strategic planning at Applied Materials.
Check out the latest blog from Sundeep Bajikar's “Battle of Exponentials” series and gain insight into why wafer fab equipment intensity has been rising...
by Sundeep Bajikar. Mar 28, 2022. Key Takeaway. In our Battle of Exponentials framework, data grows exponentially as Moore's Law slows, ...
by Sundeep Bajikar. July 14, 2022. I enjoyed hosting a panel discussion with my colleague Nasreen Chopra, who leads the Systems Engineering ...
Sundeep Bajikar is a global technology investor, author, and technologist. He currently serves as Head of Corporate Strategy and Market Intelligence at Applied ...
By Sundeep Bajikar. In my previous blog, I outlined a framework for why we at Applied Materials believe the wafer fab equipment (WFE) market ...
Equity Research Book with unique emphasis on Value Investing in Tech Stocks. Written by: Sundeep Bajikar. Published by: BAJIKAR TECH INVESTOR. Date published ...
AI’s energy demands are surging – the grid needs to catch up - TechRadar