ACM Shanghai guides 2026 revenue RMB 8.2-8.8B; gross margin 42-48%

ACM Research, Inc.

ACM Shanghai (ACMR subsidiary) issued 2026 revenue guidance of RMB 8.2 to 8.8 billion.
2026 gross margin target 42-48%; R&D spend expected 14-19% of revenue.
Panel-level advanced packaging tools adopted by Chinese customers; Taiwan market entry planned.
Ultra Pmax PECVD tool achieved multi-process milestones; entering front-end dry-process segment.
Front-end KrF track tool shipped to logic fab in Sep 2025; qualification expected in 2026.

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