Agentic commerce will eat procurement, especially for businesses Agentic commerce will not impact consumer discretionary spend. We’ll actually see the Hermes-ification of more categories where the product is shopping experience itself and the associated status

Entegris is pushing their Mo precursors for advanced node metallization. "Molybdenum (Mo) is a promising metal for contacts and local interconnects because it offers a combination of low resistivity, high melting point, excellent thermal and chemical stability, and good electromigration resistance. It also is barrierless. This makes molybdenum well suited for advanced nodes, where traditional materials like Cu and W face scaling limitations."