ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsDavid Wang - CEOMark McKechnie - CFOSteven Pelayo - Managing DirectorConference Call ParticipantsCharles Shi - Managing Director and Senior AnalystEdison Lee - Head of China/HK Tech, Telecom, and Software Research and Senior Equity AnalystJun Hong - Executive Director and Equity Research AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and f ...

ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker5Good day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and fiscal year 2025 earnings conference call. Currently, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. Instructions will follow at that time. As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time. I will turn the cal ...

Q Stock: Qnity Electronics Crushes Q4 Earnings Estimates | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Semiconductor equipment vendor Qnity Electronics (Q) on Thursday smashed Wall Street's earnings target for the fourth quarter on higher-than-expected sales. Q stock rose on the news. The Wilmington, Del.-based company earned an adjusted 82 cents a share on sales of $1.19 billion in the December quarter. Analysts polled by FactSet had expected earnings of 63 cents a ...

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 ...

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 ...