ASYS Sees 5x Year-Over-Year Increase in AI Equipment Sales: Will the Growth Persist?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 09 2025
0mins
Should l Buy LRCX?
Source: NASDAQ.COM
Amtech Systems' Q3 Performance: Amtech Systems reported a 26% increase in revenues to $19.6 million for Q3 fiscal 2025, driven primarily by a surge in demand for AI-related equipment, which constituted 25% of its Thermal Processing Solutions revenues.
Challenges and Strategic Focus: Despite strong AI demand, Amtech faced weak sales in older semiconductor nodes. The company is shifting focus towards recurring revenues from consumables and services, which made up 40% of sales, while also implementing cost-saving measures by reducing manufacturing sites.
Competitive Landscape: Amtech competes with larger firms like Applied Materials and Lam Research, both of which reported significant revenue growth due to strong demand for AI chip production tools.
Future Outlook: Amtech anticipates Q4 revenues between $17-$19 million, with continued growth expected from AI-related equipment sales, while its stock has outperformed the semiconductor industry year-to-date.
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Analyst Views on LRCX
Wall Street analysts forecast LRCX stock price to fall
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 231.290
Low
142.00
Averages
192.50
High
265.00
Current: 231.290
Low
142.00
Averages
192.50
High
265.00
About LRCX
Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The Company designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. Its products and services are designed to help its customers build devices that are used in a variety of electronic products, including mobile phones, personal computers, servers, wearables, automotive vehicles, and data storage devices. Its product families include ALTUS, SABRE, SPEED, Striker, VECTOR, Flex, Vantex, Kiyo, Versys Metal, Syndion, Coronus, and DV-Prime, Da Vinci, EOS, and SP Series. Its customer base includes semiconductor memory, foundries, and integrated device manufacturers that make products such as non-volatile memory, dynamic random-access memory, and logic devices. It offers services in areas, such as nanoscale applications enablement, chemistry, plasma and fluidics, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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