ACMR 10-Q filed 2026-08-07 | Key takeaways
ACMR filed its 10-Q; the most relevant disclosure change is added ACM Registered Direct Offering: On May 12, 2026 ACM entered into a Securities Purchase Agreement with U.S. institutional investors managed by Tekne Capital Management, LLC to issue 2,884,615 Class A shares at $52.00 per share; transaction closed May 15, 2026 generating approximately $148.4 m. Customer concentration: Top three customers represented 43.5% of revenue; Top customers (concentration aggregate) represented 12.7% (one customer) of revenue.
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