Key Takeaways KLAC expects 2025 advanced packaging revenues to top $925M, nearly doubling from last year.AMAT faces China trade curbs and competition that hurt equipment and service revenues.KLAC's process control tools and strong AI demand drive faster growth than AMAT's outlook.Applied Materials (AMAT) and KLA Corporation (KLAC) are two big names in the semiconductor equipment market, serving different stages of the chip manufacturing process. While Applied Materials develops equipment for deposition, etc ...