ACM Research Inc
NASDAQ:ACMR
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ACM Research Inc
NASDAQ:ACMR
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Global Sukses Digital Tbk PT
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ACM Research Inc
ACM Research, Inc. engages in the development, manufacture, and sale of single-wafer wet cleaning equipment. The company is headquartered in Fremont, California and currently employs 877 full-time employees. The company went IPO on 2017-11-03. The firm markets and sells its wet-cleaning equipment under the brand name Ultra C, based on the Company's Space Alternated Phase Shift (SAPS), Timely Energized Bubble Oscillation (TEBO), and Tahoe technologies. These tools are designed to remove random defects from a wafer surface, without damaging the wafer or its features. The company has designed these tools for use in fabricating foundry, logic and memory chips, including dynamic random-access memory (DRAM) and 3D NAND-flash memory chips. The company also develops, manufactures and sells a range of packaging tools to wafer assembly and packaging customers.
ACM Research, Inc. engages in the development, manufacture, and sale of single-wafer wet cleaning equipment. The company is headquartered in Fremont, California and currently employs 877 full-time employees. The company went IPO on 2017-11-03. The firm markets and sells its wet-cleaning equipment under the brand name Ultra C, based on the Company's Space Alternated Phase Shift (SAPS), Timely Energized Bubble Oscillation (TEBO), and Tahoe technologies. These tools are designed to remove random defects from a wafer surface, without damaging the wafer or its features. The company has designed these tools for use in fabricating foundry, logic and memory chips, including dynamic random-access memory (DRAM) and 3D NAND-flash memory chips. The company also develops, manufactures and sells a range of packaging tools to wafer assembly and packaging customers.
Revenue Growth: ACM Research reported Q4 revenue of $244 million, up 9%, and full-year 2025 revenue of $901 million, up 15%, outperforming the flat China WFE market.
Guidance Reiterated: Management maintained its 2026 revenue outlook of $1.08 to $1.175 billion, implying 25% growth at the midpoint.
Margin Pressure: Q4 gross margin was 41%, below the 42-48% target range, due to product mix and competitive pricing; management expects margins to improve in the second half of 2026.
Strong Cash Position: Ended 2025 with $845 million in net cash, boosted by ACM Shanghai stock sales and ongoing dividends.
Product & Global Expansion: Significant progress with new products and global customer penetration, including first tool installations in Singapore and orders from customers in North America and Asia.
R&D Investment: Continued elevated R&D spending (aiming for 16-18% of sales in 2026) to support innovation and long-term growth, even at the expense of near-term operating margin.
