| Applied Materials Confidential
| 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