earnings
confidence medium
sentiment positive
materiality 0.55
ACM Shanghai reaffirms FY2025 revenue guidance of RMB 6.5-7.1B; Q1 strong growth
ACM Research, Inc.
2025-Q1 EPS reported
$0.30
revenue$172,347,000
- FY2025 revenue guidance reaffirmed at RMB 6.5–7.1B; strong Q1 growth with solid shipments expected in Q2–Q3.
- PECVD system (first-of-its-kind 'one chamber, three chucks') in customer verification; market entry expected in 2025 with 3+ additional evaluations.
- 3D stacking electroplating systems (Ultra ECP 3d/ap) show strong sales; TSV tools fully localized for Chinese customers with repeat orders.
- High-temperature sulfuric acid cleaning equipment (>170°C) validated in high-volume production; Tahoe tool cuts acid use by up to 75%.
- Panel-level horizontal electroplating wins 'Technology Enablement Award'; supports AI chip packaging for panels up to 600x600mm.
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