Recent Updates — ACMR

ACM Research announced preliminary unaudited financial expectations for the third quarter of 2026. The company projects revenue between $360 million and $365 million, representing year-over-year growth of 34% to 36%. Total shipments are expected to range from $335 million to $340 million, reflecting a 27% to 29% increase compared to the prior year. These figures coincide with the scheduled release of unaudited results by ACM Research (Shanghai), Inc., its principal operating subsidiary. The company will discuss full financial results and revenue outlook during an earnings call on November 5, 2026. Actual results remain subject to closing procedures and independent review. ACM develops, manufactures, and sells semiconductor process equipment for wafer and panel processing applications.

ACM Research disclosed that its operating subsidiary, ACM Research (Shanghai), reported a total backlog of RMB 17.1 billion (USD $2.5 billion) as of September 29, 2026, representing an 88.2% year-over-year increase. The backlog includes shipped tools not yet recognized under Chinese GAAP and future shipment orders. ACM Research will report preliminary financial results for the nine months ended September 30, 2026, on October 28, 2026, before U.S. market open. ACM Research develops, manufactures, and sells semiconductor process equipment for wafer and panel processing applications.