Applied Materials unveiled EPIC, a $5 billion research facility built over two years at its Sunnyvale, California campus, which it calls the largest-ever U.S. investment in advanced semiconductor equipment R&D. Partners Intel, TSMC, Micron, SK Hynix and Samsung will place research teams on-site and get early access to its newest equipment. The companies expect this collaboration to cut the typical ‘concept to commercialization’ timeline for new chip architectures from 10 to 12 years to as little as six years. EPIC is for research only, not commercial chip production. The article also notes that China’s CXMT announced a memory density breakthrough that has not been substantiated, sending Samsung and SK Hynix shares down roughly 7% and 10% in South Korea, while Applied Materials reported $9.12 billion in quarterly revenue in August, up 25% year over year.
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