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Gary Dickerson

President, Chief Executive Officer & Executive Director, Applied Materials

Search every verified Gary Dickerson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gary Dickerson, president and CEO of Applied Materials, spoke publicly in September and October 2026 about the company's role in the semiconductor industry and its investments in AI-related chip technology. On October 12, 2026, Applied Materials unveiled its $5 billion Equipment and Process Innovation and Commercialization (EPIC) center in Santa Clara, California, a facility Dickerson said is designed to bring together chipmakers, systems companies, equipment partners, and university researchers to collaborate on semiconductor process technology and manufacturing equipment R&D. He described AI as "the most important race in the global economy" and stated that Applied Materials creates over 60% of the materials used in AI chips, positioning the company as a key enabler of faster and more energy-efficient AI computing. In media appearances around the EPIC center's opening, Dickerson said the facility aims to accelerate innovation across the entire technology stack, from materials to systems, and to help companies co-innovate on architectures several technology nodes ahead of current products. He also discussed the company's growth outlook, saying he expects Applied Materials' revenue to double over the next few years without a proportional increase in headcount, citing productivity gains across product development, operations, and supply chain. Dickerson declined to provide a specific forecast for wafer fab equipment spending, saying the pace of change in AI workloads and models makes precise predictions challenging, but he expressed confidence that computing demand will continue to grow significantly.

Recent appearances

Notable quotes

“We've been this is really an extension of what we've been doing forever. The companies that are winning in the industry today are the ones that have been driving this concept of co-innovation for a number of years, but we're just taking this to another level to accelerate co-innovation and co-creation of these architectures. So, we work with all of these companies 10 years out in the future, four technology nodes out”

“AI is the most important race in the global economy. AI compute runs on semiconductors and applied material innovation enables better and faster AI semiconductor technology. So here we will bring companies through the technology stack all the leading companies from some system companies, design companies, chip companies, material companies, universities to accelerate innovation and it really is accelerating tokens pe”

“I think there's a real drive on tokens per second per watt and you know I've been in the semiconductor industry for decades. I love what we do. Uh you know as you mentioned earlier we're we're delivering miracles. uh you know I tell everybody your smart your your smartphone the the the application processor is a computer that has tens of billions of transistors 60 miles of wiring and it's over a thousand steps to bui”

“I think this is memory as you said we've been through mainframe to PC and then you've got mobile social media this is way more pervasive than anything that we've ever seen and it's more profound it really is at the foundation of competitiveness for every industry and so you this the computing demand and you also have it's not compute just being consumed by people it's also compute being consumed by agents and so agai”

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