Slide 1: Company Introduction
COMPANY INTRODUCTION NASDAQ: ASYS June 2026
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: AI Driving Revenue Growth in Thermal Processing Solutions Segment
AI Driving Revenue Growth in Thermal Processing Solutions Segment High Performance Reflow for Die-Level Packaging (“on Substrate”) Flip chip packaging 2.5D packaging CoWoS packaging Panel packaging Advanced Chip Packaging Optical packaging & Assembly Server board SMT TrueFlat Thin Substrate Reflow O
Slide 6: 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 7: Optimized Operations Model Shows Positive Impact in Recent Quarters
Optimized Cash Generation (M$) Operations Model Optimization efforts delivered annualized savings of $13M, breakeven reduced from about $120M to about $75M Shows Positive 12 Impact in Recent 10 Quarters 8 6 4 2 0 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 -2 -4 Adj. EBITDA (TTM) Cash Prov
Slide 8: Fiscal Year 2026 Second Quarter Financial Results
Fiscal Year 2026 Second Quarter Second Quarter Fiscal 2026 Financial and Operational Highlights Financial Results • Net revenue of $20.5 million • Cash of $24.4 million AI Product Demand Continues to be • Cash provided by operations of $2.1 million Strong • GAAP net income of $1.2 million Quarterly
Slide 9: Positioned for Growth
OUTLOOK • Revenues $20.5 – 22.5 Million 2026 Third Quarter • Adjusted EBITDA margin in low double digits range Guidance (period end 6/30/26) • NOL valued at $74.3 million at 9/30/25 Positioned for Growth $60 Million Oversubscribed Public Offering of Common Stock -- 2,926,829 shares at $20.50 per sha
Slide 10: Investment Opportunity
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 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 Six Months Ended March 31, March 31, December 31, March 31, 2026 2025 2025 2026 2025 Amtech Systems, Inc. Gross Profit (Loss): GAAP gross pro
Slide 12: 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 Six Months Ended March 31, March 31, December March 31, 2026 31, 2025 2025 2026 2025 Consolidated Net Income (Loss): GAAP net income (loss) $
Slide 13: Reconciliation of Net Income to EBITDA and Adjusted EBITDA
AMTECH SYSTEMS, INC. (NASDAQ: ASYS) (Unaudited) Reconciliation of Net Income to EBITDA and Adjusted EBITDA (in thousands, except per share data) Three Months Ended March Six Months Ended March 31, 31, 2026 2026 Amtech Systems, Inc. EBITDA: GAAP net income $ 1,166 $ 1,274 Interest income (116 ) (231