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
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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 over the next 12 months. According to Wall Street analysts, the average 1-year price target for LRCX is 192.50 USD with a low forecast of 142.00 USD and a high forecast of 265.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 239.580
Low
142.00
Averages
192.50
High
265.00
Current: 239.580
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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Lam Research Reports Strong Q2 Earnings Beat
- Earnings Beat: Lam Research reported Q2 earnings of $1.27 per share, exceeding Wall Street's estimate of $1.17 by 8.45%, indicating robust performance in the semiconductor equipment sector.
- Revenue Growth: The quarterly revenue reached $5.35 billion, surpassing the analyst consensus of $5.24 billion and significantly up from $4.38 billion year-over-year, reflecting sustained strong market demand.
- Outlook: The company anticipates Q3 adjusted EPS between $1.25 and $1.45, above the analyst estimate of $1.20, with revenue expected between $5.4 billion and $6 billion, showcasing future growth potential.
- Stock Reaction: Lam Research shares rose 2.9% to $246.50 in pre-market trading, reflecting positive market sentiment towards the company's earnings and outlook.
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