Boom Time At Amtech Systems

  • The company has exposure to some segments benefiting from a secular growth trend.
  • Much of the growth is coming from a cyclical upturn, which the company is well-positioned to benefit from.
  • There are some risks relating to cost and logistics.
  • While we are optimistic that the rally in ASYS shares can continue, we favor Aehr and Data I/O here.
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