Lumentum vs. Amtech: Which Semiconductor Stock is the Better Buy?
ZACKS·2026-02-23 16:11Key Takeaways Lumentum benefits from structural AI data center demand and an expanding optical portfolio.ASYS is gaining AI packaging traction but remains pressured by weak non-AI demand.LITE's EPS estimates are trending higher, while ASYS' estimates are moving lower.Lumentum (LITE) and Amtech Systems (ASYS) operate within the semiconductor value chain, supplying critical technologies that enable advanced electronics manufacturing. Lumentum delivers optical and photonic components embedded in AI-driven data ...