Abhishek Sud & Om Nalamasu, Applied Ventures | Vinci at SEMICON West 2026
In this interview from SEMICON West 2026, Omkaram Nalamasu, senior vice president, chief technology officer and president at Applied Materials, joins Abhishek Sud, senior investment director at Applied Ventures, to talk with theCUBE's Christophe Bertrand about engineering the next generation of semiconductor manufacturing as AI accelerates chip innovation and fabrication investment. Nalamasu details how the industry's growth trajectory toward $1 trillion in annual revenue is outpacing even recent forecasts, fueled by physical AI's accelerating demand. He outlines three themes reshaping innovat…