| 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
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| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
2017 2018E 2022E
| Applied Materials Confidential
| Applied Materials Confidential
✓
✓
✓
| Applied Materials Confidential
SOURCE: DARPA, Intel, NVIDIA, AI startups
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
∴
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
1st
GEN
2nd
GEN
3RD
GEN
2D NAND
nm
2D NAND“Classic Scaling”
3D NANDNew architecture
enabled by materials
3D NAND
| Applied Materials Confidential
✓
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
| Applied Materials Confidential
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