other material
confidence high
sentiment positive
materiality 0.70
ACM Shanghai investor update: sees 2024 China uptick, overseas progress, product roadmaps
ACM Research, Inc.
- Cleaning equipment now addresses ~95% of process steps; PECVD uses unique one-chamber-three-chucks design, targeting 3-5 new core customers in 2024.
- Track strategy: start with KrF-line 300WPH, then 400WPH and immersion ArF; aims for both domestic and global market.
- Overseas: US customer positive feedback, European equipment delivered Sep 2023, SK Hynix cooperation expanded beyond cleaning.
- Furnace ALD in customer verification; expects growing orders in 2024; Track and PECVD to launch in 2025.
- Long-term goal: 50% domestic, 50% overseas sales; 2024 China market expected to outperform 2023.