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After declining significantly from a peak in 2000, wafer fab equipment (WFE) intensity has been on an uptrend in recent years. As a result, semiconductor equipment revenue growth has been outpacing semiconductor growth.
In this blog I illustrate how the semiconductor revenue CAGR has increased in recent years and explain why growth could continue at this higher rate for the foreseeable future.
The continued growth of Applied Materials’ business means we need to work harder to manage our energy consumption and greenhouse gas footprint. While recent ratings show we’re continuing to make progress toward our climate goals, we’re busy developing new ways to maintain our momentum.
Decathlon heroes of the past who graced Wheaties cereal boxes race through my mind. Clay, O'Brien, Jenner, Mathias, Johnson, Toomey, and Thorpe. These U.S. Olympic decathlon gold medalists epitomize the title of best all around athlete, almost super-human.
On Thursday, October 8 Applied Materials will sponsor an important panel discussion at the National Press Club in Washington, DC on the future of utility-scale renewables. A distiguished panel, moderated by Jason Grumet of the Bipartisan Policy Center, will discuss "Making Green Power Possible: The Future of Utility Grade Renewables." Stay tuned to the Applied Blog for more from the event.
Today, Senators Boxer (Environment and Public Works committee chair) and Kerry (Foreign Relations committee chair) introduced a draft climate bill aimed at reducing U.S. CO2 emissions 83% by 2050 – with an ambitious 20% goal by 2020.
The United States Government's Department of Energy (DOE) is running a contest, named the L Prize, to reward the first organization to design and develop an energy efficient LED bulb. A recent article in the New York Times describes both the contest and the recent submission from lighting giant Philips. The prize for a replacement 60 watt bulb is $10 million dollars and for a replacement reflector flood lamp it's $5 million dollars.
The solar manufacturing industry is facing more pressure for a technology ramp-up than any other semiconductor-related industry at this time. This ramp-up is taking place in an environment where economic conditions force a major focus on cost savings and rapid return-on-investment.Luckily, the solar industry has many similarities to the more mature LCD flat panel display and integrated circuit industries —enabling us to leverage innovation and solutions from these sister industries.
我们谈到了经济和环境benefits of local solar ecosystems before on this blog, but even the best team can benefit from the experience of others, wherever they’re located. When it comes to making anything work better, collective wisdom is a powerful tool.
Columnist Tom Friedman had a piece titled "The New Sputnik" in today's New York Times about China's push to become the global leader in green technology. It is a topic that Applied's leadership has been discussing a great deal over the past few months and a column that is well worth the read.
