Semiconductor Manufacturing
ACM Research
A semiconductor equipment maker specializing in wafer cleaning and electroplating systems, with significant exposure to China's domestic chipmaking equipment self-sufficiency push. ACM Research grew revenue 40% to $782.1 million, driven by expanding installs at Chinese foundries at 28nm and below process nodes, and maintained its full-year 2026 revenue outlook of $1.08-1.175 billion (21-30% growth) after Q1 2026 revenue of $231 million (up 34% year-over-year).
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 78% avg. source confidence
- Investing.com / ACM Research investor materials — ACM Research revenue grows 40% to $782M as Chinese foundry installs expand at advanced nodes75% source confidence
- ACM Research Investor Relations — ACM Research maintains 2026 revenue guidance of $1.08-1.175B, up 21-30%80% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What ACM Research depends on below, and who depends on ACM Research above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.