Momentum could be building in the semiconductor equipment sector.Applied Materials (AMAT 2.93%) was among several semiconductor equipment companies to gain last month, as the company, known for making equipment to produce chips and display panels, benefited from several macroeconomic and sector-level news items last month.While there was no major company-specific news out on Applied Materials last month, the related items were enough to drive the stock up 27%, according to data from S&P Global Market Intell ...