Executive Summary
Generated July 30, 2026
Semiconductor Manufacturing
ACM Research
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Fremont, California, USA
Website
Employees
713 (as of Dec 2025, FY2025 10-K)
Founded
1998
Listing
ACMR · NASDAQ
Market Cap
$4.98B
Revenue (TTM)
$960.23M
Price
USD72.02 (-24.40%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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).
Strategic Connections
- SMIC: ACM Research supplies wafer cleaning equipment used by Chinese foundries including SMIC as part of China's domestic equipment self-sufficiency push.
- Semiconductor Manufacturing: ACM Research supplies wafer cleaning and packaging equipment used across the semiconductor manufacturing industry.
Strategic Risks
- Significant revenue exposure to Chinese semiconductor policy and export control dynamics
Future Outlook
- Positioned to benefit from continued Chinese domestic equipment substitution
Sources
2 sources, 78% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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