ACM Research (Shanghai), Inc. (SHA:688082)
China · Delayed Price · Currency is CNY 322.38
-3.62 (-1.11%)
Jul 22, 2026, 10:15 AM CST
ACM Research (Shanghai) Earnings Call Transcripts
Fiscal Year 2025
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Revenue grew 15% in 2025, outpacing a flat China WFE market, with strong global expansion and new product momentum. Gross margin declined due to product mix and competition, but is expected to recover as new products ramp. 2026 revenue is guided up 25% at midpoint.
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Q2 2025 saw strong sequential growth in revenue and shipments, with gross margin exceeding targets and continued momentum in advanced cleaning and plating tools. Long-term revenue targets were raised, supported by new product innovation, expanded production capacity, and a robust outlook for China and global markets.