| Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D...

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| Applied Materials Confidential

Transcript of | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D...

Page 1: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 2: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 3: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 4: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

2017 2018E 2022E

Page 5: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 6: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 7: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

SOURCE: DARPA, Intel, NVIDIA, AI startups

Page 8: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 9: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 10: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 11: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 12: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 13: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 14: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 15: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

1st

GEN

2nd

GEN

3RD

GEN

2D NAND

nm

2D NAND“Classic Scaling”

3D NANDNew architecture

enabled by materials

3D NAND

Page 16: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 17: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 18: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 19: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 20: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 21: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential

Page 22: | Applied Materials Confidential · | Applied Materials Confidential 1st GEN 2nd GEN 3RD GEN 2D NAND nm 2D NAND “Classic Scaling” 3D NAND New architecture enabled by materials

| Applied Materials Confidential