Supplemental Investor Presentation Earnings Release – Fourth Quarter and Fiscal Year 2025 February 26, 2026 Forward-Looking Statements. Certain statements contained in this presentation are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "plans," "expects," "believes," "anticipates," "designed," and similar words are intended to identify forward-looking statements. Forward-looking statements are based on ACM ...

Core Insights - ACM Research, Inc. has received multiple advanced packaging equipment orders from leading global semiconductor and technology customers, indicating a significant expansion of its advanced packaging platform and customer base [1][2]. Group 1: Company Developments - The recent orders highlight ACM's leadership in wafer-level advanced packaging equipment and the extension of its technologies into panel-level applications, reflecting growing industry recognition [2][3]. - ACM's commitment to innovation is emphasized, aiming to meet the increasing demands for process and yield requirements in semiconductor manufacturing [3]. Group 2: Product Offerings - The orders include wafer-level advanced packaging systems that encompass various solutions such as coating, developing, wet etching, stripping, cleaning, and electroplating, showcasing the international adoption of ACM's process technologies [4]. - A notable order is for ACM's Ultra C vac-p panel-level vacuum cleaning system, designed for advanced fan-out panel-level packaging, which enhances residue removal efficiency and process uniformity [5]. Group 3: Market Trends - The semiconductor industry is accelerating investments in scalable, high-performance manufacturing solutions to support applications in artificial intelligence (AI), high-performance computing (HPC), and data centers, with panel-level packaging gaining traction due to its scalability and cost efficiency [3].

FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced packaging applications, today reported financial results for its fourth quarter and fiscal year ended December 31, 2025. “2025 was a year of strong execution for ACM,” said ACM’s President and Chief Executive Officer, Dr. David Wang. “We delivered record annual revenue of $901 million, up 15% year over year, outperforming estimated Chin ...

-Represents ACM’s First Delivery to Singapore-based Facility- FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, announced the recent delivery of several 300mm single-wafer cleaning systems to a foundry customer’s front-end wafer fabrication facility in Singapore. This marks ACM’s first deployment to a Singapore-based fab and an important step in expand ...

It is always an interesting dynamic when a stock doubles in a matter of months and still looks cheap. Back in November, ACM Research ( ACMR ) was trading in the low $30s while printing fantastic growthI am a fundamental analyst focused on situations where market valuation has detached from underlying economics. My professional background in corporate financial analysis drives my perspective, leading me to prioritize cash flow durability, balance sheet strength, and capital structure risks.My approach identi ...

Core Viewpoint - ACM Research, Inc. will release its financial results for the fourth quarter and fiscal year 2025 on February 26, 2026, before the U.S. market opens, followed by a conference call to discuss the results [1]. Group 1: Earnings Call Details - The earnings call is scheduled for 8:00 a.m. U.S. Eastern Time on February 26, 2026 [2]. - Participants must complete an online registration process to join the conference call via telephone, which aims to reduce delays due to operator congestion [2]. - A live and archived webcast of the conference call will be available on ACM's website [3]. Group 2: Company Overview - ACM develops, manufactures, and sells semiconductor process equipment, including cleaning, electroplating, and wafer-level packaging tools [4]. - The company focuses on delivering customized, high-performance, and cost-effective process solutions to improve productivity and product yield for semiconductor manufacturers [4].

Revenue Outlook - ACM Research updated its 2025 revenue outlook and provided an initial outlook for 2026 revenue[4] - The press release regarding the revenue outlook was issued on January 22, 2026[4] Company Information - The company is listed on The Nasdaq Stock Market under the trading symbol ACMR[2] - ACM Research is classified as an emerging growth company[2] Financial Management - Mark McKechnie serves as the Chief Financial Officer and Treasurer of ACM Research[10] Financial Reporting - The financial statements and exhibits related to the report are included in the filing[6]

Core Viewpoint - ACM Research (NASDAQ:ACMR) is an under-the-radar company with significant upside potential, having appreciated nearly 300% since August 2023, and is expected to potentially increase fivefold due to its unique market position in the semiconductor industry [2][3]. Company Overview - ACM Research is a U.S.-based company specializing in semiconductor production equipment, particularly single-wafer wet cleaning tools that enhance wafer yield during chip manufacturing [4]. - The company's primary business operations are in China, where it holds a dominant market position due to U.S. government restrictions on competitors like Lam Research and Screen Holdings from selling advanced cleaning tools to China [5]. Market Position and Valuation - ACM Research has captured significant market share in China as local fabs seek alternative suppliers, with its Chinese arm, ACM Research (Shanghai), not facing the same export restrictions [6]. - There is a notable valuation discrepancy between ACM Research (Shanghai) and its U.S. parent company, with the Chinese arm valued at CNY 102.01 billion (approximately $14.65 billion), while the U.S. parent has a market cap of only $3.32 billion, indicating that the Chinese portion is worth 3.3 times more [7][8]. - ACM Research Shanghai has seen a 112% appreciation over the past year, while ACMR stock has appreciated by 175.2% in the same timeframe, suggesting that Wall Street is beginning to recognize this valuation gap [7]. Financial Projections - Revenue for ACM Research is projected to reach $1.06 billion by 2026, and the stock currently trades below 25 times forward earnings despite its substantial gains since August 2023 [8].

Core Insights - ACM Research (NASDAQ: ACMR) is set to release its quarterly earnings on January 22, 2026, with analysts expecting an EPS of $0.39, up from $0.36 in the previous quarter [1][3] - Revenue is projected at approximately $248.4 million, following a previous quarter where ACMR reported $269 million, exceeding expectations [1][3] Financial Health Indicators - The company has a P/E ratio of 28.13, indicating a premium valuation by investors [2][4] - ACMR's debt-to-equity ratio is 0.21, reflecting a manageable level of debt [2][5] - The current ratio stands at 3.48, showcasing the company's ability to meet short-term obligations [2][5] - The price-to-sales (P/S) ratio is 3.77, and the enterprise value to sales ratio is 2.90, providing insights into market valuation relative to sales [4] - The enterprise value to operating cash flow ratio is 57.66, and the earnings yield is 3.56%, indicating profitability from an investment perspective [5]

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