(Bloomberg) The sudden shortage of semiconductors is disrupting automotive production and limiting revenue growth for Apple Inc. It’s created a stock market boon, however, for the makers of chip production equipment.Those companies have emerged as the biggest winners from the supply crunch as chipmakers rush to add more factory capacity. Applied Materials Inc., the world’s biggest equipment maker, has seen its shares advance 36% this year, making it the best performer in a semiconductor index. Brooks Automation Inc., Lam Research Corp. and KLA Corp. are each up more than 19%, nearly twice the gain in the Philadelphia semiconductor index. The stocks fell on Tuesday amid a broad technology slump following a two-day rally.Expanding equipment budgets by major chipmakers and governments concerned about foreign dominance of production facilities are giving Wall Street increasing confidence that the rally has staying power.“Over the next three to five years, this is def