Sundeep
@ape9610
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VP Strategy @applied4tech | BAYC #9610 |đ Bored & Pressed | Bitcoin | Author Equity Research for Tech Investors | Sustainable Energy Abundance for AI
SF Bay Area
Joined August 2025
Looking forward to my first CERAWeek!
Weâre pleased to confirm that Sundeep Bajikar, CVP Corporate Strategy & Marketing at Applied Materials will be speaking at #CERAWeek 2026. Sign up today: https://t.co/3P1NMiWWqF
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Inside every chip, thereâs a tiny metal contact, or bridge, that helps electricity move between layers. As chips get smaller and AI demands more speed, these tiny contacts have become a major bottleneck. Applied Materials is enabling the next generation of contact scaling using
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Applied's @SundeepBajikar explains what happens when the #5G network combines with #AI and #IoT. (Hint: it will create a renaissance of computing and storage hardware.) Read his latest blog to find out more
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.@SundeepBajikar concludes his three-part blog series by explaining why the days of working with individual materials from the periodic table are over. #3DNAND
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Why is 2019 a pivotal year for the #semiconductor industry? @SundeepBajikar shares his perspective on the challenges and opportunities of the #AI revolution, and outlines why a new playbook is needed to accelerate the pace of innovation.
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Part two in our three-part series is live! @SundeepBajikar blogs on what it will take to extend the semiconductor technology roadmap as classic Moore's Law scaling reaches its limits. https://t.co/AleVtd3Slj
#3DNAND
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Read part one of @SundeepBajikar's blog and find out why #AI workloads require a change from traditional computing architectures. Stay tuned for part two on the role materials engineering will play in this disruptive new era.
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Great blog by Applied's @SundeepBajikar on challenges of Mooreâs Law scaling and why new materials and 3D techniques are also needed to improve device performance, power and area/cost. Be sure and read it over the weekend before part 2 comes out next week!
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We reported our Q1 FY26 financial results. A key highlight, accelerated AI adoption and market growth signaling expectations the growth of our semiconductor equipment business by 20% this calendar year. Learn more: https://t.co/IEIrtFDTNc
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Check out the latest blog from Sundeep Bajikarâs âBattle of Exponentialsâ series and gain insight into why wafer fab equipment intensity has been rising in recent years. Read more here:
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In our latest blog from the âBattle of Exponentialsâ series, Sundeep Bajikar explains how tokenization is driving exponential data growth by digitizing and democratizing virtually all kinds of transactions. Read more:
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In his latest blog, Applied's Sundeep Bajikar presents data showing an acceleration of semiconductor industry revenue growth and explains the underlying factors using our Battle of Exponentials framework. Read more:
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In our latest blog, Applied's Sundeep Bajikar outlines the âbattle of exponentialsâ framework and explains how data generation, network effects and alternatives to classic 2D Mooreâs Law scaling are causing semiconductor growth to accelerate.
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In a conversation with Sundeep Bajikar at Applied Materials, Auradine CEO Rajiv Khemani unveiled how the innovative EnergyTune⢠technology is transforming energy management for Bitcoin miners. https://t.co/FeZflqix5n
#bitcoin #bitcoinmining #Auradine #AppliedMaterials
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In the recent webinar hosted by Sundeep Bajikar at Applied Materials, Auradine CEO Rajiv Khemani delved into the transformative role of AI in reshaping cybersecurity. https://t.co/FUhkDRxjcJ
#Aurascape #AppliedMaterials
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Why The AI Boom Depends On Materials Engineering https://t.co/vIOVn7roCD Written by Sundeep Bajikar of Applied Materials
forbes.com
The message is clear: Energy efficiency is now a materials problem.
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During a recent conversation with Sundeep Bajikar, at Applied Materials, Auradine CEO Rajiv Khemani shared compelling insights into how the company's expertise in Bitcoin mining is paving the way for advancements in AI networking fabric silicon. https://t.co/CSUzxOHf4Y
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Applied's Sundeep Bajikar discussed challenges & opportunities to transform the chip industryâs carbon footprint w/ Applied's Nasreen Chopra & Credit Suisse's Betty Jiang at SEMICON West's Sustainability Summit. Read Sundeepâs blog for his 3 key takeaways. https://t.co/NswwNGxvLm
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Applied's Sundeep Bajikar blogs about unlocking the potential of #AI and shares key takeaways from his Q&A with Dr. Jeff Welser of @IBMResearch at our recent technical event. #IEDM2017
https://t.co/21goCKKLz0
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From Units To Value: How The New Semiconductor Playbook Is Reshaping Growth https://t.co/guwiMohnHC Written by Sundeep Bajikar of Applied Materials
forbes.com
Mooreâs Law made chips cheaper; the new playbook makes systems more valuable.
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