Key Takeaways ASYS' AI equipment sales rose 5x Y/Y, fueling growth and boosting its fiscal 2025 outlook.ASYS cut sites from 7 to 4, saving $13M annually via a semi-fabless model.ASYS trades at 1.66X sales vs. AMAT's 4.60X, highlighting its discounted valuation.Amtech Systems (ASYS) and Applied Materials (AMAT) operate at the core of the semiconductor ecosystem. Applied Materials is a global leader, providing a wide range of tools used by the biggest chipmakers, while Amtech Systems focuses on a smaller nich ...