ACM Research, Inc. Q4 2025 Earnings Call Summary

Global expansion reached a milestone with the first tool installation in Singapore and multiple orders from North American and international OSAT customers.Operational efficiency is being enhanced by the Lingang mini-line, which accelerates R&D cycles and internal product validation under fab-like conditions.Competitive strategy in China focuses on technological differentiation and deep IP protection to win against a 'flood' of local entrants offering similar commodity designs.The company is pivoting toward ...