Quarterly UpdatesMay 22, 2026, 08:56 AM
ACM Research Shanghai Q1 New Orders Up 65% YoY
AI Summary
ACM Research (Shanghai) reported a 65% year-over-year growth in newly signed orders for Q1 2026, establishing a strong base for future revenue. The company maintained its 2026 revenue guidance, noting that order delivery cycles average six months. Management also highlighted significant progress in its high-temperature single-wafer SPM solution, which offers superior particle control and a unique nozzle design to prevent contamination, potentially improving yield for advanced AI chips and reducing maintenance.
Key Highlights
- ACM Research (Shanghai) Q1 2026 newly signed orders increased 65% year-over-year.
- Company maintained its 2026 revenue guidance.
- Average order delivery cycle is approximately six months.
- High-temperature SPM solution controls particles down to 15 particles at 15 nm level.
- Unique nozzle design for SPM tools prevents contamination; global patent application in progress.
- Plans to improve SPM performance to 13nm particle size for future advanced processes.
- Expects to deliver over 20 medium- to high-temperature SPM tools in 2026.
Price Impact
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