ACM Research Stock News

ACM Research is positioned as a leading Chinese domestic supplier of semiconductor wafer fabrication equipment, benefiting from accelerating localization and AI-driven demand. ACMR's innovative product portfolio and expansion into new segments like electroplating, advanced packaging, and PECVD support a powerful growth cycle starting in 2026. ACMR maintains robust fundamentals, trades at a stee...

ACM's post Q3 earnings dip is an attractive buying opportunity, in my opinion, as the margin contraction driving this dip is likely a temporary headwind. ACM's flat YoY shipment growth in Q3 is likely due to the clearance of critical foreign equipment, which may have pushed its customer to defer shipments to Q1 2026. China's latest ban on foreign AI chips in state-funded data centers and SMIC's...

Ultra Lith BK delivers exceptional uniformity and flexible processing capabilities to enhance process stability, yield, and scalability in advanced lithography Ultra Lith BK delivers exceptional uniformity and flexible processing capabilities to enhance process stability, yield, and scalability in advanced lithography

ACM's Ultra ECP ap-p enables next generation device performance  amid accelerating market demand for advanced packaging

Seldon Capital initiated a new position in ACM Research. This position represents 2.66% of reportable assets under management (AUM).

ACM Research, Inc. ( ACMR ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants David Wang - Founder, Chairman, CEO & President Mark McKechnie - CFO, Executive VP, Secretary & Treasurer Conference Call Participants Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Yu Shi - Needham & Company, LLC, Research Division Mark Miller - The Benchmark Company, LLC, Rese...

ACM Research (ACMR) remains undervalued despite strong growth, robust China market presence, and consistent revenue beats, making it a compelling growth opportunity. ACMR's expansion in China, innovative product launches, and increasing backlog position it as a leading domestic chip equipment supplier amid favorable industry trends. Risks center on ACMR's heavy China exposure and potential poli...

When mega-cap stocks are hitting new all-time highs every other week, it's easy for smaller corners of the market to get lost in the excitement. Let's face it: If it's not artificial intelligence or crypto, it's not getting more than a 30-second soundbite on the financial news cycle right now.