Amtech Systems, Inc. (ASYS) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0425b-4588-7941-ae24-e830a2f06122 Created: 2026-08-27T08:34:33.698Z Duration: 348.96982 Channels: 1 00:00:00.080 -- 00:00:01.200 Clarity or the 00:00:02.560 -- 00:00:04.080 overall business 00:00:04.080 -- 00:00:04.800 to 00:00:05.200 -- 00:00:07.600 have sort of a smoother trajectory given the 00:00:07.600 -- 00:00:08.240 size 00:00:08.480 -- 00:00:10.639 and scale that you're 00:00:10.639 -- 00:00:12.400 gathering over the next couple of quarters? 00:00:15.805 -- 00:00:16.525 Yes. 00:00:18.525 -- 00:00:20.765 Did ship that particular equipment 00:00:21.244 -- 00:00:24.605 during the quarter. And I'd say the visibility, 00:00:25.805 -- 00:00:27.564 I wouldn't say is great, but it is 00:00:27.564 -- 00:00:29.564 getting better because there's a lot more 00:00:30.940 -- 00:00:33.180 activity in terms of new facilities being put 00:00:33.180 -- 00:00:33.660 in. 00:00:34.060 -- 00:00:36.620 And so we are seeing more bookings with 00:00:36.620 -- 00:00:38.059 deliveries out 00:00:38.220 -- 00:00:40.620 a quarter and a couple of cases actually 00:00:40.620 -- 00:00:42.220 a couple of quarters now, 00:00:42.460 -- 00:00:45.020 which is very unusual for our business because 00:00:45.175 -- 00:00:47.975 as I mentioned before, we have very short 00:00:47.975 -- 00:00:50.375 lead times. We've got a very efficient supply 00:00:50.375 -- 00:00:53.015 chain, turn equipment around very quickly. 00:00:53.335 -- 00:00:55.254 So we've typically been a book and ship 00:00:55.254 -- 00:00:58.055 even in this large scale capital equipment space. 00:00:59.160 -- 00:01:02.280 But having said that, because people are actually 00:01:02.280 -- 00:01:03.000 building 00:01:03.320 -- 00:01:05.000 new facilities now 00:01:05.319 -- 00...