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General Investing
Applied Materials 30% Systems Outlook Is the Headline. The Services Business May Be the Better Story.
Wiltone Asuncion
•
8 minute read
Reviewed by:
David Hanson
Last updated May 22, 2026
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Nitin Dahad
I love it when tech leaders use simple analogies to illustrate the complexity and scale of what the semiconductor industry is facing right now. A strong example came during the opening keynote by imec CEO Patrick Vandenameele at this week’s ITF World 2026 in Antwerp, Belgium.Vandenameele used the analogy of an orchestra to illustrate why scaling AI requires technology innovation, system design, en
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