半导体设备制造商Amtech Systems指出，人工智能应用领域的强劲需求，预计将推动公司订单量实现逐季增长，这一趋势有望持续至2026财年结束。
公司表示，随着AI技术在各类电子设备中的渗透率不断提升，相关芯片制造环节对先进封装和热处理设备的需求显著增加。Amtech Systems凭借其在半导体前道工艺领域的长期技术积累，已感受到市场需求的积极信号。
尽管当前宏观经济环境存在不确定性，但公司管理层对AI驱动下的长期增长前景保持乐观。他们预计，订单的环比增长态势将至少延续到2026财年末，反映出AI产业链的持续扩张势头。
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