Applied’s five inflections

Update: April 8, 2021
Applied’s five inflections

1. The digital  transformation of the global economy is accelerating.

2. In computing, AI workloads are fueling the need for new architectures based on entirely new types of silicon.

3. Within chipmaking, traditional Moore’s Law 2D scaling is slowing, creating the need for a new playbook for PPACt (power, performance, area, cost, time to market) that enables continued chip- and system-level improvements.

4. The need to grow the industry in a more sustainable and equitable manner.

5. Customers are seeking not just better products, but also better outcomes, resulting in a business model shift to solutions delivered via subscription models.

“The core of our strategy is to be the PPACt enablement company,” says Applied CEO Gary Dickerson, “our broad portfolio and ability to combine technologies in ways no other company can is accelerating value creation for our customers and puts Applied in a leadership position to advance the state of chipmaking for years to come.”

Applied’s Semiconductor equipment portfolio is expanding from unit process equipment that performs a single step to include co-optimised systems with pre-proven combinations along with Integrated Materials Solutions where multiple process technologies are combined under vacuum to create novel materials and chip structures that are not otherwise possible.

The company is planning to generate 70% of its services and parts revenues from subscriptions.