Key Takeaways Applied Materials sees strong traction in etch systems and DRAM technologies for AI chips.AMD's new GPUs and ROCm software stack boost its role as a key AI infrastructure enabler.AMD's Data Center revenues jumped 14.3% in Q2 2025, driving 42.2% of total sales.Applied Materials (AMAT) and Advanced Micro Devices (AMD) operate at the core of the semiconductor ecosystem. While AMD designs these semiconductor chips, Applied Materials functions as a leading supplier of the equipment essential for ma ...