Core Viewpoint - ACM Research, Inc. anticipates preliminary unaudited revenue for Q3 2025 to be between $264 million and $267 million, reflecting a year-over-year growth of 29% to 31% [8] - Total shipments are expected to range from $257 million to $262 million, indicating a year-over-year change of flat to down 2% [8] Group 1: Financial Results - The actual unaudited results for Q3 2025 are pending completion of quarter-end closing procedures and review by an independent accounting firm [2] - ACM Shanghai, ACM's principal operating subsidiary, will release its unaudited financial results concurrently on the Shanghai Stock Exchange [1][2] Group 2: Company Structure - ACM holds a 74.6% equity interest in ACM Shanghai, which contributes a substantial majority of ACM's consolidated revenue and net income [3] - The financial results of ACM Shanghai are reported in RMB and may differ materially from ACM's consolidated results, which are prepared in U.S. dollars [3] Group 3: Business Overview - ACM develops, manufactures, and sells semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and product yield for semiconductor manufacturers [5]

Core Viewpoint - Veeco Instruments Inc. is set to release its third quarter 2025 financial results on November 5, 2025, after market close, followed by a conference call to discuss these results [1]. Company Overview - Veeco Instruments Inc. (NASDAQ: VECO) is a manufacturer of semiconductor process equipment, specializing in technologies such as laser annealing, ion beam, single wafer etch & clean, lithography, metal organic chemical vapor deposition (MOCVD), and chemical vapor deposition (CVD) [3]. - The company focuses on optimizing performance, yield, and cost of ownership in the fabrication and packaging of advanced semiconductor devices, holding leading technology positions in its markets [3]. Conference Call Details - The conference call to review the financial results will begin at 5:00 PM ET on November 5, 2025 [1]. - Participants can join the call by dialing 1-877-407-8029 (toll-free) or 1-201-689-8029, and a live webcast will be available on Veeco's investor relations website [2]. - A replay of the webcast will be accessible starting at 8:00 PM ET on the same day [2]. Contact Information - Investor Relations contact is Alex Delacroix at (516) 528-1020 [5]. - Media contact is Brenden Wright at (516) 714-1202 [5].

Core Viewpoint - ACM Research, Inc. reported a significant increase in backlog for its subsidiary ACM Research (Shanghai), indicating strong demand for its semiconductor processing solutions [1][2]. Backlog Information - As of September 29, 2025, ACM Shanghai's total backlog reached RMB 9,071.5 million (approximately USD $1,271.6 million), reflecting a 34.1% year-over-year increase compared to the previous year's backlog [2]. - The backlog includes orders for tools that have been shipped but not yet recognized as revenue under Chinese GAAP, as well as orders for tools expected to be shipped in the future [2][3]. Financial Reporting Dates - ACM Shanghai is scheduled to release its full financial results for the nine months ending September 30, 2025, on October 29, 2025, after the market closes in China [5]. - ACM will also report preliminary financial results for the same period before the market opens in the U.S. on the same day [5]. - The company plans to release its full financial results for the third quarter of 2025 and conduct a conference call in early November 2025, with specific details to be announced later [6]. Company Overview - ACM develops, manufactures, and sells semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and product yield in semiconductor manufacturing [8].

Core Viewpoint - ACM Research, Inc. has successfully completed a private offering of ordinary shares through its subsidiary ACM Research (Shanghai), Inc., raising approximately RMB 4.5 billion (around US$630 million) to support its growth initiatives in research and development, capital expenditures, and working capital [2][4]. Group 1: Private Offering Details - ACM Shanghai issued 38,601,326 ordinary shares at a price of RMB 116.11 per share, resulting in gross proceeds of RMB 4.5 billion (approx. US$630 million) and net proceeds of RMB 4.4 billion (approx. US$624 million) after expenses [2]. - The offering was allocated to 17 qualified investors, all of whom subscribed entirely in cash, and the shares will be subject to a six-month lock-up period before trading on the STAR Market [3]. Group 2: Ownership Structure - Following the private offering, ACM's equity interest in ACM Shanghai is expected to decrease to approximately 74.5% from 81.1%, while ACM will continue to be the controlling shareholder [4]. Group 3: Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at enhancing productivity and product yield in semiconductor manufacturing [6].

Core Points - ACM Research, Inc. will participate in the 17th Annual CEO Investor Summit 2025 on October 7 in Phoenix, Arizona [1] - The presentation materials will be available on the company's website [2] - The CEO Investor Summit is held annually during the SEMICON West industry trade show, with this year's event taking place for the first time in downtown Phoenix [3] Event Details - The event will be held at The Arrogant Butcher restaurant, with an agenda that includes registration, a networking luncheon, CEO summit meeting sessions, and a cocktail reception [3] - The summit will feature 12 management teams from various companies, including ACM Research, Aehr Test Systems, and others [4] - Attendance is by invitation only for accredited investors and research analysts, with a registration deadline of September 26, 2025 [5] Company Overview - ACM Research develops, manufactures, and sells semiconductor process equipment, focusing on various processes such as cleaning, electroplating, and wafer-level packaging [7] - The company aims to provide customized, high-performance, and cost-effective solutions to improve productivity and product yield for semiconductor manufacturers [7]

Core Viewpoint - ACM Research, Inc. will release its financial results for the second quarter of 2025 on August 6, 2025, before the U.S. market opens, followed by a conference call to discuss the results [1]. Group 1: Earnings Call Details - The earnings call for the second quarter ended June 30, 2025, is scheduled for 8:00 a.m. U.S. Eastern Time on August 6, 2025 [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][3]. - 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].

Financial Performance - Veeco Instruments Inc. reported Q1 2025 revenue of $167.3 million, a decrease from $174.5 million in Q1 2024, representing a year-over-year decline of approximately 7.0% [2][4] - GAAP net income for Q1 2025 was $11.9 million, or $0.20 per diluted share, down from $21.9 million, or $0.37 per diluted share in Q1 2024, indicating a decline of about 45.4% in net income [2][4] - Non-GAAP net income for Q1 2025 was $22.2 million, or $0.37 per diluted share, compared to $26.4 million, or $0.45 per diluted share in Q1 2024, reflecting a decrease of approximately 16.0% [2][4] Business Highlights - The company experienced sequential and year-over-year growth in its Semiconductor business, driven by advancements in Advanced Packaging [2] - Veeco received Intel's 2025 EPIC supplier award and achieved new application wins in Laser Annealing and Wet Processing, showcasing its ongoing execution and confidence in its long-term strategy [2] Guidance and Outlook - For Q2 2025, Veeco expects revenue to be in the range of $135 million to $165 million [5] - GAAP diluted earnings per share are anticipated to range from a loss of $0.05 to a profit of $0.17, while Non-GAAP diluted earnings per share are expected to be between $0.12 and $0.32 [5]

Core Points - Veeco Instruments Inc. has received the exclusive Intel EPIC Supplier Award for 2025, recognizing its commitment to continuous improvement and performance excellence in the Intel supply chain [1][2] - The award highlights Veeco's status as one of the top suppliers in the semiconductor industry, emphasizing its dedication to quality, technology innovation, and customer orientation [2][3] - To qualify for the Intel EPIC Supplier Award, suppliers must exceed high expectations and achieve strategic objectives aligned with Intel's priorities [3] Company Overview - Veeco is an innovative manufacturer of semiconductor process equipment, specializing in technologies such as laser annealing, ion beam, single wafer etch & clean, lithography, metal organic chemical vapor deposition (MOCVD), and chemical vapor deposition (CVD) [4] - The company's equipment is designed to optimize performance, yield, and cost of ownership, holding leading technology positions in the markets it serves [4]

Core Viewpoint - ACM Research, Inc. has appointed Charlie Pappis to its Board of Directors, enhancing its leadership as the company pursues its long-term growth strategy in the semiconductor industry [1][2]. Group 1: Leadership Appointment - Charlie Pappis joins ACM's Board of Directors effective March 15, 2025, bringing extensive experience in the semiconductor industry [1]. - The Board now consists of five members, which strengthens ACM's leadership and expertise [1]. Group 2: Industry Expertise - Mr. Pappis has over 40 years of leadership experience in global operations and customer engagement within the semiconductor sector [2]. - He currently leads Pappis Consulting, advising semiconductor equipment and supply chain companies, and has held key executive roles at a major U.S.-based semiconductor equipment company for over 30 years [2]. Group 3: Strategic Focus - ACM aims to become a key supplier of capital equipment to major global semiconductor companies, with a focus on increasing investments and expanding business in the U.S. and new markets beyond mainland China [2]. - The company develops and sells a range of semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at improving productivity and product yield for manufacturers [3].