Sundeep Bajikar

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Sundeep Bajikar conducts business/corporate development and strategic planning at Applied Materials. He has 10 years of experience as a senior equity research analyst covering global technology stocks for Morgan Stanley and Jefferies. He also has worked as a researcher, ASIC design engineer, system architect and strategic planning manager at Intel. He holds an MBA in finance from the Wharton School and M.S. degrees in electrical and mechanical engineering from the University of Minnesota.

Author's Latest Posts

What Else Is In A Node?
By Sundeep Bajikar - 21 Jun, 2018 - Comments: 0

In part one of this blog, I reported on the 2018 Industry Strategy Symposium (ISS) where Dan Hutcheson of VLSI Research led a panel with representatives of Synopsys, NVIDIA, Intel, ASML and Applied Materials. The participants discussed how the industry is focused on simultaneously squeezing more capabilities from leading-nodes, inter-nodes and trailing-nodes to drive advances in computing. I to... » read more

What’s In A Node?
By Sundeep Bajikar - 30 May, 2018 - Comments: 0

In an environment where process nodes are no longer consistently delivering the level of improvements predicted by Moore’s Law, the industry will continue to develop “inter-nodes” as a way to deliver incremental improvements in lieu of “full-nodes.” A shift in market requirements, in part due to the rise of AI and IoT, is increasing emphasis on trailing-nodes. When it comes to leading... » read more

Toward A 5G, AI-Centric World
By Sundeep Bajikar - 19 Apr, 2018 - Comments: 0

The market environment over the coming years will continue to experience an explosion of data generation from a variety of new sources such as smart cars, smart factories, smart hospitals and smart network infrastructure. Data explosion combined with artificial intelligence (AI) will create a renaissance of computing and storage hardware. Mobile World Congress 2018 (MWC) reinforced this market ... » read more

The Future Of AI Is In Materials
By Sundeep Bajikar - 09 Jan, 2018 - Comments: 0

I had the pleasure of hosting an eye-opening presentation and Q&A with Dr. Jeff Welser of IBM at a recent Applied Materials technical event in San Francisco. Dr. Welser is Vice President and Director of IBM Research's Almaden lab in San Jose. He made the case that the future of hardware is AI. At Applied Materials we believe that advanced materials engineering holds the keys to unlocking... » read more

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