AI-driven sales now account for up to 40% of thermal processing systems revenue, driving sequential growth.
Amtech Systems projected Q3 revenue between $20.5 million and $22.5 million, reflecting strong demand for AI-related thermal processing systems. The company reported Q2 revenue of $20.5 million, a 30% year-over-year increase and 8% sequential growth.
Gross margin reached nearly 48% in Q2, up from prior periods, as AI applications contributed up to 40% of thermal processing systems sales. The segment’s expansion aligns with broader semiconductor industry trends amid rising AI infrastructure investments.
Management highlighted sustained momentum but did not disclose immediate market reactions or guidance revisions beyond the revenue range.