Slide 1: Company Introduction
COMPANY INTRODUCTION NASDAQ: ASYS December 2025
Slide 2: Enabling AI Semiconductor Device Packaging and Advanced Substrate Fabrication
Enabling AI Semiconductor Device Packaging and Advanced Substrate Fabrication Business Transformation to Deliver Profitable Growth
Slide 3: Safe Harbor Statement
Safe Harbor Statement This Presentation may contain certain statements or information that constitute “forward-looking statements” (as such term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Se
Slide 4: Amtech Divisions
Amtech Divisions Capital equipment and consumables for semiconductor fabrication and packaging Thermal Semiconductor Processing Fabrication Solutions Solutions (~70%) (~30%) Lapping, Polishing, Reflow Oven Belt Furnace CMP Parts & Upgrades & Cleaning Consumables Advanced packaging & electronics asse
Slide 5: Optimized Operations Model Shows Positive Impact in Recent Quarters
Optimized Cash Generation (M$) Operations Model 12 Shows Positive 10 Combined annualized savings of $13M, breakeven reduced from about $120M to about $75M Impact in Recent 8 Quarters 6 4 2 0 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 -2 -4 Adj. EBITDA (TTM) Cash Provided by Operations (TTM) • Rationa
Slide 6: AI Driving Revenue Growth in Thermal Processing Solutions Segment
AI Driving Revenue Growth in Thermal Processing Solutions Segment Flip chip packaging 2.5D packaging CoWoS packaging Panel packaging Advanced Chip Packaging Optical packaging & Assembly Heavy board SMT TrueFlat Thin Substrate Reflow Ovens Precision Convection Reflow Ovens More than 3X Growth in 30%
Slide 7: Leveraging CMP Foundry Service to grow Chemical Consumables business
Leveraging CMP Foundry Service to grow Chemical Consumables business • CMP Foundry serves as a process development center for early- stage semiconductor and photonics companies. • Enables rapid development and validation of CMP processes for advanced materials including Si, SiC, III-V, and photonic
Slide 8: Supplying Essential Semiconductor Equipment and Materials
I N V E S T M E N T O P P O R T U N I T Y Supplying Essential Semiconductor Equipment and Materials Increasing Cash Flow Generation and Creating Strong Operating Leverage to Deliver Profitable Growth Driven by AI Infrastructure and e-Mobility Markets OPERATING LEVERAGE CASH FLOW GENERATION HARNESS G
Slide 9: Fiscal Year 2025 Financial Results
Fiscal Year 2025 Fourth Quarter Fiscal 2025 Financial and Operational Highlights Financial Results • Net revenue of $19.8 million • Cash of $17.9 million Demand for AI Related Products • Cash provided by operations of $2.3 million Enables Return to Non-GAAP • GAAP net income of $1.1 million Profitab
Slide 10: Reconciliation of GAAP to Non-GAAP Financial Measures
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of GAAP to Non-GAAP Financial Measures (in thousands, except per share data) Three Months Ended Years Ended September 30, September June 30, September 30, 30, 2025 2025 2024 2025 2024 Amtech Systems, Inc. Gross Profit: GAAP gross profit
Slide 11: Reconciliation of GAAP to Non-GAAP Financial Measures
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of GAAP to Non-GAAP Financial Measures (in thousands, except per share data) Three Months Ended Years Ended September 30, September 30, September 30, 2025 June 30, 2025 2024 2025 2024 Consolidated Net Income (Loss): GAAP net income (loss
Slide 12: Reconciliation of Net Income (Loss) to EBITDA and Adjusted EBITDA
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of Net Income (Loss) to EBITDA and Adjusted EBITDA (in thousands, except per share data) Three Months Ended Year Ended September 30, September 30, 2025 2025 Amtech Systems, Inc. EBITDA: GAAP net income (loss) $ 1,068 $ (30,326 ) Interest