Interview'Tremendous visibility' into demand for next 24 months backs confidence in growthApplied Materials CEO Gary Dickerson said he is confident that AI-driven chip demand will continue for many years. (Photo by Cheng Ting-Fang)CHENG TING-FANGJuly 9, 2026 14:05 JSTSINGAPORE -- Chipmakers are sharing their equipment demand outlooks for two years or more to ensure their capacity expansions proceed smoothly, the chief executive of Applied Materials told Nikkei Asia, a sign the current artificial intelligence-fueled investment boom could last longer than expected.