AMAT vs. AMKR: Which AI-Driven Semiconductor Stock is a Safer Bet?

Key Takeaways AMAT is benefiting from AI-driven demand in leading-edge foundry, DRAM and HBM equipment.Applied Materials sees 9% and 18% revenue growth for fiscal 2026 and 2027, with rising EPS estimates.AMKR expects strong 2026 advanced packaging growth but faces PC softness and margin pressure.Applied Materials (AMAT) and Amkor Technology (AMKR) are two key players in the AI infrastructure value chain serving widely different but crucial roles. While AMAT is a semiconductor equipment manufacturing company ...