Currently, demand for advanced chipmaking equipment is accelerating exponentially, driven by breakthroughs in semiconductors for artificial intelligence (AI), electric vehicles and high-performance computing. Investors are accordingly turning their attention to companies that supply the critical tools for chip manufacturing. ACM Research (ACMR) and Applied Materials (AMAT) stand out as two players distinctly positioned to benefit from this long-term trend.Applied Materials, with a market cap of more than $1 ...