other material
confidence high
sentiment positive
materiality 0.65
ACM Shanghai reports 65% YoY new order growth in Q1; high-temp SPM tool advances
ACM Research, Inc.
- New orders signed in Q1 2026 grew 65% year-over-year, supporting revenue outlook.
- 2026 revenue guidance unchanged; average delivery cycle ~6 months, some orders carrying into Q1 2027.
- High-temp single-wafer SPM tool achieves 15nm particle control, better than mainstream; patent protection in progress.
- Company expects to deliver more than 20 medium-to-low and high-temp SPM tools to multiple customers in 2026.
- Differentiated nozzle design eliminates periodic DI water cleaning, potentially improving yield for AI chips.