Wiring consumes ~50% of chip power, driving WFE demand: Bajarin
BenBajarin · x · 2026-10-13
Ben Bajarin cites Applied Materials data: interconnect wiring consumes 50% of chip power. The monolithic design era never demanded this level of semicap innovation; pushing reticle limits via integrated solutions is why WFE demand is surging. The slide shows Applied's Endura CuBs IMS claims 40% lower resistance from 5nm to 1.4nm, >$3B expected CY'26 revenue, with integrated solutions growing from 20% to >30% of Applied's systems revenue.
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