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Can ASYS' AI Packaging Growth Offset Weak Mature Node Demand?
ZACKS· 2025-10-20 21:01
Key Takeaways ASYS' Q3 revenues climbed 26% sequentially to $19.6M, fueled by robust AI infrastructure equipment sales.AI-related equipment sales surged fivefold year over year, now making up 25% of Thermal Processing revenues.Mature node semiconductor weakness remains a key drag, with 2025 revenues projected to decline 24.4%.Amtech Systems ((ASYS) is seeing strong growth from its AI packaging business, even as demand from mature node semiconductor markets stays weak. In the third quarter of fiscal 2025, re ...