Key Takeaways AMAT's advanced tools and $2.5B in AI chip revenues position it for continued growth in fiscal 2025. ONTO faces tool slot losses in AI packaging and revenue headwinds tied to US-China tensions.Applied Materials (AMAT) and Onto Innovation (ONTO) are key players in the semiconductor supply chain, both offering comprehensive solutions for metrology and inspection for ensuring precision, yield, and process control across semiconductor manufacturing.With the artificial intelligence (AI) boom to co ...