Slide 1: Investor Presentation
INVESTOR PRESENTATION May 2025
Slide 2: Supplying Essential Semiconductor Equipment and Materials
Supplying Essential Semiconductor Equipment and Materials 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 at-a-Glance
AMTECH at-a-Glance Amtech Systems is a global supplier of equipment and consumables for Well Positioned for Growth & Profitability semiconductor fabrication, packaging and electronics assembly markets Non GAAP Gross Margin TTM 38.00% Asia Americas Nasdaq Global Revenue 43% 41% Select (FY 2024) 36.00
Slide 5: Amtech participation in the Semiconductor Ecosystem
MARKET PARTICIPATION Amtech participation in the Semiconductor Ecosystem 6
Slide 6: 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 7: Strategy
Strategy Thermal Processing Solutions Semiconductor Fabrication Solutions Capitalize on AI advanced packaging Capitalize on Si & SiC growth and power semiconductor packaging opportunities growth opportunities Leverage Expand capacity to Leverage double Invest in resources to differentiated support a
Slide 8: Driving Profitable Growth
Driving Profitable Growth • EBITDA margins • Acceleration of advanced packaging driven by improved demand driven by AI infrastructure operating leverage • Recovery in communication, automotive • Focusing on AI and industrial markets • Rationalized product- lines infrastructure & HEV/EV • Market & pr
Slide 9: Optimized Operations Model Shows Positive Impact in Recent Quarters
Optimized Cash Generation (M$) Operations Model 12 Shows Positive 10 Impact in Recent 8 Quarters 6 4 2 0 Q2'24 Q3'24 Q4'24 Q1'25 -2 -4 Adj. EBITDA (TTM) Cash Provided by Operations • Rationalized product-lines • Upgraded supply chain processes • Migrated to semi-fabless model • Improvements in value
Slide 10: Positioned to Capture Market Opportunities
COMPETITIVE ADVANTAGE Positioned to Capture Market Opportunities 11
Slide 11: Major Growth Drivers – Flagship Products
COMPANY OUTLOOK Major Growth Drivers – Flagship Products Thermal Processing Solutions Semiconductor Fabrication Solutions Thermal Processing Equipment for Consumables for SiC Wafer Advanced Packaging of AI Chipsets Processing Leading market share in thin substrate processing at major OSATs and CXT C
Slide 12: Solutions for Advanced Computing AI
MARKET PARTICIPATION Solutions for Advanced Computing AI Advanced Packaging Growth by Units/Wafers Flip chip packaging 2.5D packaging CoWoS packaging Panel packaging Optical packaging Advanced Chip Packaging TrueFlat Thin Substrate Reflow Ovens Convection Reflow Ovens Chart source: TechInsights, Mar
Slide 13: Solutions for Advanced Mobility
MARKET PARTICIPATION Solutions for Advanced Mobility Market Growth Rates* 11% 9% SiC Substrates 14% Advanced Power Semis Packaging Battery Cooling Electronics Assembly Direct Bond Copper EV/HEV/PHEV Power Semi Automotive Semi Belt Furnaces Reflow Ovens Reflow Ovens Wafer Cleaner Wafer Cleaners Polis
Slide 14: 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