AI Chips Can’t Exist Without These 2 Underrated Tech Giants
Yahoo Finance·2025-12-17 12:09

Automated semiconductor fabrication machine handling a glowing silicon wafer. Key Points Applied Materials and Lam Research manufacture the specialized equipment needed to create next-generation logic and memory chips. These companies offer investors a stable entry point into the artificial intelligence sector through recurring revenue streams and consistent shareholder returns. The transition to complex new chip architectures creates a long-term growth opportunity for the leading suppliers of wafer fa ...