ACM Shanghai H1 2026 orders up 105% YoY; gross margin guided 42-48%

ACM Research, Inc.

2026-Q2 EPS reported $1.49 vs consensus $0.34 ▲ beat (+333.9%)

ACM Shanghai H1 2026 newly signed orders up 105% YoY across memory, logic, and advanced packaging sectors.
Gross margin expected to stay 42%-48%; quarterly fluctuation depends on product mix.
High-temp SPM cleaning breakthrough: <15 particles at 15nm; shipments to exceed 20 systems by end-2026.
First 510x515mm panel-level electroplating volume order, delivery Q1 2027; 310x310mm evaluation order from Asian customer.
Furnace lines (LPCVD, oxidation/diffusion, ALD) advancing through customer qualification in China.

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