Wafer cleaning and semiconductor process equipment. TickerStar monitors official filings, investor releases, earnings, and call updates for ACM Research. Subscribe to ACMR alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.
TickerStar filters routine noise and surfaces investor-relevant filings, releases, earnings, and call updates.
ACM Research, Inc. consummated a registered direct offering of 2,884,615 shares of Class A common stock at $52.00 per share, receiving net proceeds of approximately $149.85 million after deducting estimated offering expenses. The offering was made pursuant to an effective shelf registration statement on Form S-3 (File No. 333-278041) and a related prospectus supplement filed on May 12, 2026.
Subscribe to read moreACM Research, Inc. entered into a Securities Purchase Agreement on May 12, 2026 with institutional investors managed by Tekne Capital Management, LLC for a registered direct offering of 2,884,615 shares of Class A common stock at $52.00 per share, generating aggregate gross proceeds of approximately $150 million. The company expects to receive net proceeds of approximately $149.85 million after deducting estimated offering expenses, with closing anticipated on or about May 15, 2026. Net proceeds will be used for...
Subscribe to read moreACMR filed its 10-Q; the most relevant disclosure change is expanded Revenue mix shift: ECP (front-end packaging), furnace and other technologies revenue surged 204.9% YoY to $84.2M, while single wafer cleaning declined 5.5% to $122.5M. Customer concentration: Three customers represented 45.9% of revenue; Four customers represented 60.1% of accounts_receivable.
Subscribe to read moreACMR in_line prior Q1 2026 Preliminary Q1 2026 revenue guidance by an undisclosed amount. Total revenue was maintained by $0.0M to $1.08 billion to $1.175 billion (midpoint $1.1275 billion). ACM Research announced preliminary unaudited Q1 2026 revenue in the range of $225 million to $230 million, representing 31% to 33% year-over-year growth, with preliminary total shipments of $233 million to $238 million, representing 49% to 52% year-over-year growth. The company reaffirmed its full-year 2026 revenue outlook o...
Subscribe to read moreACM Research (Shanghai), Inc. announced on April 17, 2026, that it is proposing to issue overseas listed shares (H Shares) and apply for listing on The Stock Exchange of Hong Kong Limited, with the aim of deepening strategic development, expanding into international markets, strengthening the Company's capital base, and enhancing overall competitiveness. The specific proposal details have not yet been determined, and the listing will require approval by ACM Shanghai's Board of Directors, shareholders' meeting, a...
Subscribe to read moreACM Shanghai full-year 2026 revenue was raised by +$1.70B to RMB 8.2-8.8 billion. ACM Research (Shanghai), Inc. issued full-year 2026 guidance projecting revenue of RMB 8.2 billion to RMB 8.8 billion, representing a 20-25% increase from the prior-year midpoint of RMB 6.8 billion, with targeted gross margin of 42%-48% and R&D spending of 14%-19% of revenue. The guidance was provided during a March 10, 2026 earnings conference call attended by more than 100 institutional investors, with Q&A covering panel-level pa...
Subscribe to read moreACMR filed its 10-K; the most relevant disclosure change is expanded Regulatory risks - BIS Entity List: ACM Shanghai and ACM Korea were added to the BIS Entity List effective December 2, 2024, prohibiting any party worldwide from furnishing hardware, software, or technologies subject to U.S. export controls jurisdiction directly or indirectly to these entities w. Customer concentration: Four Customers represented 52.2 of revenue.
Subscribe to read moreACM Research (Shanghai), Inc. completed the sale of 4,801,648 shares at RMB 160.00 (approximately $23.05) per share through an inquiry-based transfer to 30 institutional investors, including fund management companies, QFIIs, and securities companies. The transaction reduced ACM Research, Inc.'s aggregate ownership in ACM Shanghai from 74.84% to 73.72%, and did not result in a change of controlling shareholder or actual controller. The shares are subject to a 6-month lock-up period.
Subscribe to read moreACM Research (Shanghai), Inc. (ACM Shanghai) conducted an investor relations meeting on January 27, 2026, addressing Q4 2025 revenue decline attributed to equipment deliveries postponed to Q1 2026 and certain 2025 sales expected to be recognized in Q1 2026 per revenue recognition policies. ACM Shanghai reaffirmed its 2026 gross margin expectation of 42%-48% and expects R&D expenses as a percentage of revenue to range 14%-19% in 2026. The company noted that revenue from advanced packaging equipment (excluding ele...
Subscribe to read moreACM Research (Shanghai), Inc., the operating subsidiary of ACM Research, Inc., has set a preliminary transfer price of RMB 160.00 per share (approximately $23.05) for 4,801,648 shares being sold through an inquiry-based transfer plan on the Shanghai Stock Exchange. The offering was oversubscribed at 1.17x with valid subscriptions totaling 5,639,000 shares from 38 institutional investors, including fund management companies, qualified foreign investors, securities companies, and private fund managers. The transac...
Subscribe to read moreACM Research (ACMR) disclosed that its subsidiary ACM Research (Shanghai), Inc. (SSE: 688082) issued a notice that ACM Research intends to sell 4,801,648 shares of ACM Shanghai through an inquiry-based transfer plan, representing approximately 1.34% of ACM Research's ownership and 1.00% of ACM Shanghai's total shares outstanding. The transfer, organized by Guotai Haitong Securities, is being conducted to address the Transferor's own capital needs, with proceeds intended for general corporate purposes. The floor...
Subscribe to read moreACMR filed its 10-Q; the most relevant disclosure change is added Business combinations: ACM Shanghai completed a private offering in September 2025 issuing 38.6 million shares at RMB 116.11 per share for net proceeds of approximately $623 million, reducing ACM Research's ownership in ACM Shanghai from 81.1% to 74.6%. Customer concentration: Two customers (unnamed) represented 38.9% of revenue; Four customers (unnamed) represented 46.3% of revenue.
Subscribe to read moreFull-year 2025 revenue was maintained by $0.0M to $885 million to $900 million. ACM Research announced preliminary Q3 2025 unaudited revenue of $264 million to $267 million, representing 29% to 31% year-over-year growth, with total shipments expected to range from $257 million to $262 million (flat to down 2% YoY). The company will discuss full financial results and revenue outlook on its earnings call on November 5, 2025. ACM currently owns a 74.6% equity interest in ACM Shanghai, which contributes a substantia...
Subscribe to read moreACM Research's subsidiary ACM Research (Shanghai) has completed a private offering of 38,601,326 ordinary shares at RMB 116.11 per share, raising gross proceeds of RMB 4.5 billion (approximately US$630 million) and net proceeds of RMB 4.4 billion (approximately US$624 million) after deducting offering-related expenses. The offering was allocated to 17 qualified investors who subscribed entirely in cash, with the newly issued shares subject to a six-month lock-up period before becoming eligible for trading on the...
Subscribe to read moreACMR filed its 10-Q; the most relevant disclosure change is expanded Customer concentration: Four customers accounted for 66.5% of Q2 2025 revenue, up from 57.9% in Q2 2024; three customers accounted for 49.9% of H1 2025 revenue versus 51.9% in H1 2024. Customer concentration: Four customers represented 66.5% of revenue; Three customers represented 49.9% of revenue.
Subscribe to read moreACMR miss prior Q2 2025 Non-GAAP diluted EPS guidance by $-0.01. Full-year 2025 revenue was maintained by $0.0M to $850 million to $950 million. The company maintained full-year 2025 revenue guidance of $850 million to $950 million. Operating income declined to $31.7 million from $37.6 million, and non-GAAP operating income fell to $41.5 million from $51.9 million, pressured by a 38.8% increase in non-GAAP operating expenses to $63.4 million.
Subscribe to read moreACM Research subsidiary ACM Shanghai stockholders approved a dividend of approximately RMB 288.3 million (approximately $40.1 million based on exchange rates as of June 12, 2025), expected to be paid by end of 2025. Stockholders also approved a 2025 financial budget plan including estimated revenue growth of 16%-26% and estimated R&D expense growth of 15%-35% under Chinese GAAP.
Subscribe to read moreACMR filed its 10-Q; the most relevant disclosure change is expanded Revenue concentration: Four customers accounted for 53.6% of revenue in Q1 2025 versus two customers accounting for 55.9% in Q1 2024. Customer concentration: Four customers represented 53.6% of revenue; Four customers represented 52.4% of accounts_receivable.
Subscribe to read moreFull-year 2025 revenue was maintained by $0.0M to $850 million to $950 million. ACM Research announced preliminary unaudited Q1 2025 revenue of $165 million to $170 million, representing year-over-year growth of 8.4% to 11.7%, with total shipments expected at $154 million to $157 million, down 36% to 37% year-over-year due to customer pull-ins in Q4 2024. The company reaffirmed its full-year 2025 revenue outlook of $850 million to $950 million, representing 9% to 21% year-over-year growth.
Subscribe to read moreACM Research, Inc. announced the appointment of Charlie Pappis to its Board of Directors and Audit Committee, effective March 15, 2025, bringing the board to five members. Pappis was granted an option to purchase 10,000 shares of the company's Class A common stock at an exercise price of $29.18 per share, which will vest in full immediately prior to the 2025 Annual Meeting of Stockholders. Pappis, age 64, is the President of Pappis Consulting, advising semiconductor equipment and supply chain companies, and prev...
Subscribe to read more