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 ...

据报道，中国顶级芯片制造商计划提高先进芯片产量，目标是1-2年内将相对先进芯片的产量从目前的不到2万片提高到10万片，且已设立更加乐观的远期目 标，即2030年再增加50万片产能。作为先进制程和存储扩产的明确受益方向，半导体设备中长期成长叙事持续加强。 截至收盘，上证科创板芯片设计主题指数上涨1.7%，中证芯片产业指数、上证科创板芯片指数均上涨1.4%，中证半导体材料设备主题指数上涨1.2%、实现5 连涨。 科创芯片设计ETF易方达 跟踪上证科创板芯片设计主题指数 该指数由50只科创板芯片设计 龙头股组成,数字芯片设计、 模拟芯片设计行业合计占比超 95%,聚焦芯片设计细分领域。 今日 该指数; 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 该指数由50只科创板芯片龙头 股组成,业务涵盖半导体材料 和设备、 芯片设计、芯片制 造、芯片封装和测试,半导体 行业占比超95%,聚焦科创板 半导体全产业链核心标的。 令日 该指数; 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

格隆汇2月26日｜有投资者在互动平台向恒运昌提问：请问公司在存储方向都有哪些最终客户？恒运昌 回复称，公司是国内领先的半导体设备核心零部件供应商，主要从事等离子体射频电源系统、等离子体 激发装置、等离子体直流电源、各种配件的研发、生产、销售及技术服务，并引进真空获得和流体控制 等相关的核心零部件，围绕等离子体工艺提供核心零部件整体解决方案。公司产品已量产交付拓荆科 技、中微公司、北方华创、微导纳米、盛美上海等国内头部半导体设备商，同时还为晶圆厂提供等离子 体射频电源系统原位替换及维修等技术服务。公司还将持续积极拓展半导体、光伏、显示面板、精密光 学及其他领域优质的客户，不断加强公司在各领域的发展并扩大业务规模。 ...

Veeco Instruments (NasdaqGS:VECO) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlex Delacroix - Head of Investor RelationsBill Miller - CEODavid Duley - Managing PrincipalDenis Pyatchanin - Equity Research AssociateJohn Kiernan - SVP and CFOOperatorGreetings, welcome to the Veeco fourth quarter and full year 2025 earnings call. At this time, all participants are in a listen-only mode. It's now my pleasure to introduce your host, Alex Delacroix, Head of Investor Relations. Thank yo ...

Veeco Instruments (NasdaqGS:VECO) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlex Delacroix - Head of Investor RelationsBill Miller - CEODavid Duley - Managing PrincipalDenis Pyatchanin - Equity Research AssociateJohn Kiernan - SVP and CFOOperatorGreetings, welcome to the Veeco fourth quarter and full year 2025 earnings call. At this time, all participants are in a listen-only mode. It's now my pleasure to introduce your host, Anthony Pappone, Head of Investor Relations. Thank y ...

Financial Data and Key Metrics Changes - Fourth quarter revenue was $165 million, and EPS was $0.24, both at the midpoint of guidance [9] - Full year revenue totaled $664 million, a decline of 7% from the prior year, with EPS at $1.33 [16] - Semiconductor business revenue reached $477 million, up 2% year-over-year, accounting for 72% of total revenue [16] - Gross margin for the full year was 41%, with operating income of $84 million and net income of $80 million [18] Business Line Data and Key Metrics Changes - Semiconductor business drove revenue growth, primarily from laser annealing, wet processing, and ion beam EUV technology [5] - Advanced packaging business doubled year-over-year, reaching $150 million in 2025 [12] - Compound semiconductor revenue was $60 million, a decline from the prior year, representing 9% of total revenue [16] - Data storage revenue totaled $39 million, also declining from the prior year, comprising 6% of revenue [16] Market Data and Key Metrics Changes - Asia Pacific region accounted for 50% of total revenue, with China contributing 27% [17] - Revenue from the Asia Pacific increased to 54% in Q4 due to higher semiconductor sales [19] - Order backlog at year-end was $555 million, a significant increase of $145 million from the prior year, reflecting a 35% growth [17] Company Strategy and Development Direction - Company aims to expand its presence in the memory market, focusing on AI-driven architectures and advanced packaging [10] - The merger with Axcelis is expected to enhance R&D scale and broaden the product platform [8] - Company is strategically investing in next-generation technologies to meet customer demands [4] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in revenue growth for 2026, forecasting between $740 million and $800 million [22] - Anticipated growth in semiconductor business driven by AI and high-performance computing [22] - Management noted that the semiconductor market is projected to grow to over $1 trillion, with AI accounting for more than half of sales [24] Other Important Information - The company is fully booked for system orders in 2026, with multiple orders extending into 2027 [32] - Gross margins are expected to improve in the second half of 2026, reaching targets of 45% [41] - Tariff impacts are factored into the 2026 guidance, with a headwind of about 100 basis points [43] Q&A Session Summary Question: Outlook for 2026 revenue growth across segments - Company expects overall revenue for 2026 to be between $740 million and $800 million, with semiconductor revenue projected to grow around 15% [30] Question: Capital expenditure trends in the hard disk drive business - Company noted increasing CapEx from customers due to HAMR adoption, indicating a multi-year increase in business [34] Question: Revenue potential for the Propel GaN-on-Silicon tool - Company anticipates incremental business approaching $15 million from pilot line orders in 2026, with potential for additional orders in 2027 [36] Question: Gross margin expectations for Q1 and beyond - Company expects Q1 gross margins to be similar to Q4, with improvements anticipated in the second half of 2026 [40] Question: Impact of tariffs on gross margins - Company indicated that tariffs are expected to create a headwind of about 100 basis points compared to pre-tariff levels [43]

Fourth Quarter 2025 Highlights: Revenue of $165.0 million, compared with $182.1 million in the same period last yearGAAP net income of $1.1 million, or $0.02 per diluted share, compared with $15.0 million, or $0.26 per diluted share in the same period last yearNon-GAAP net income of $14.7 million, or $0.24 per diluted share, compared with $24.2 million, or $0.41 per diluted share in the same period last year Fiscal Year 2025 Highlights: Revenue of $664.3 million, compared with $717.3 million in the same per ...

Core Insights - KLA (KLAC) is experiencing significant growth in advanced packaging due to rising demand for powerful chips, particularly in AI and High-Performance Computing (HPC) applications [1][2] - The company anticipates continued revenue growth driven by strong investments in process control products and advanced packaging, with expectations of mid-to-high teens growth in 2026 [2][3] Financial Performance - In calendar 2025, KLA's total systems revenues reached $950 million, marking a 70% year-over-year increase, primarily from advanced packaging revenue growth [2][10] - For fiscal Q3 2026, KLA projects revenues of $3.35 billion (+/- $150 million), reflecting challenges such as rising DRAM costs and supply constraints [4][10] - The Zacks Consensus Estimate for fiscal 2026 earnings is $36.58 per share, indicating a 9.9% growth from fiscal 2025 [15] Market Outlook - The core WFE market is expected to grow in the high single to low double digits in 2026, reaching approximately $120 billion, with advanced packaging projected to grow similarly to around $12 billion [3] - The advanced packaging market, supporting heterogeneous chip integration, is currently valued at $11 billion and is growing faster than the core WFE market [2] Competitive Landscape - KLA faces strong competition from ASML and Applied Materials, both of which are recognized for their process control technologies [5] - ASML is benefiting from sustained demand for AI and HPC chips, providing EUV lithography tools that enhance capacity expansion for chip manufacturers [6] - Applied Materials is leading in AI-driven semiconductor innovations and expects significant growth in wafer fabrication equipment businesses in 2026 [7] Stock Performance - KLA's shares have increased by 104.1% over the past 12 months, outperforming the broader Zacks Computer and Technology sector, which returned 24.4% [8]