If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.The semiconductor sector remains red-hot, powered by data center expansion and accelerating AI adoption. While most investors focus on chip designers and foundries, equipment suppliers are another critical growth engine in the semiconductor value c ...