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Discovered Materials' Akash Ramdas argues the next chip scaling frontier isn't smaller transistors, it's how many you can stack on top of each other: HBM is already 12 high DRAM going to 16 high "We're starting to do this thing where we're taking a logic chip and then putting memory on top of it. That's where materials can make a difference, because now you're actually thermally limited. The thing that's preventing your scaling is no longer how small is your transistor, but how many transistors can you put on top of each other?" "The high bandwidth memory you'd have seen is a stack of dynamic random access memory. It's a 12-high dynamic random access memory stack right now. One of the roadmaps is to make this even higher, 16-high, and this is how you deal with memory bottlenecks in inference or training." "The next stage of that is putting that HBM on top of a logic die. Both these technologies are going to be partially enabled by new materials."

Discovered Materials' Akash Ramdas breaks down why copper has hit a physics-based limit for chips: "We all learn resistors, how they prevent current flow, and we always learn there is a specific resistance, so every material has a specific resistance value. But that's not exactly precisely true." "As you scale down, the surfaces also contribute to limiting the flow of current in devices. If you thin copper beyond a certain thinness, you end up having a very high specific resistivity. So there's almost a physics-based limit that copper can't overcome anymore." "There's a similar picture for the mobility of silicon. Beyond a certain thinning of the silicon, it has the same issues. So there are physical limits to the current materials, and a lot of our progress has been finding ways to work around those limits and still achieve improvements in performance." "New materials could fundamentally redefine what those limits are."

Discovered Materials' Akash Ramdas reveals a hilarious GPT 5.6 Terra hallucination: the model saw the materials science term "relaxation" and just gave up, writing about wanting to take some time off "I have a favorite example from a benchmark on this. We use terms like relaxation and screening. Screening's like to screen out properties. Relaxation is when you let the atoms go to their local favorite positions." "Our friend GPT 5.6 Terra read this and gave up with a blurb about how it wanted to relax and take some time off." "So yes, hallucination is an issue. But we're still excited by how you can build these frameworks around them to guide them to actually do good research."

APPLIED MATERIALS CEO SAYS IT EXPECTS AGS TO GROW MORE THAN 20% IN CALENDAR 2026 AND TO DELIVER A SUSTAINABLE LONG-TERM ANNUAL GROWTH RATE IN THE MID-TEENS, AND NOW EXPECTS OVERALL PACKAGING REVENUES TO GROW MORE THAN 70% IN CALENDAR 2026 - CONF CALL