ACM Shanghai order backlog up 34% YoY to RMB 9.07B; new product momentum in PECVD and panel electroplating

ACM Research, Inc.

2025-Q3 EPS reported $1.26 vs consensus $0.54 ▲ beat (+132.1%)

Order backlog as of Sep 29, 2025: RMB 9.072B, up 34.1% YoY; memory accounts for higher share than logic.
Gross margin expected to sustain 42-48% range; core strength in proprietary equipment technologies.
New products: PECVD two systems by year-end; panel-level horizontal electroplating to ship soon; furnace systems secured 18 customers.
Cleaning equipment offers near-full 3D NAND coverage; high-temp sulfuric acid cleaning removes particles down to 19nm.
Plan to disclose 2026 revenue outlook in January 2026; expect continued growth in output and revenue.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.