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Get filing alertsACM Research reports 65% order growth, reaffirms FY2026 revenue guidance of RMB 8.2-8.8B
Filed June 22, 2026 · Period ending June 18, 2026 · ~1 min read
Key Changes
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Q1 2026 newly signed orders grew 65% year-over-year, driven by cleaning and electroplating systems; company reaffirms full-year 2026 revenue guidance of RMB 8.20-8.80 billion.
Exhibit 99.1 view on EDGAR → -
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Electroplating systems represented ~30% of year-to-date 2026 orders, with strong growth expected; leading Taiwan foundries purchase 100+ electroplating systems annually, indicating significant market potential.
Exhibit 99.1 view on EDGAR → -
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Lingang mini-line R&D facility accelerated product qualification: first PECVD SiCN system shipped April 2026 after pre-validation; high-temp single-wafer SPM secured volume orders after demonstrating 15nm particle control.
Exhibit 99.1 view on EDGAR → -
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Plant B renovation to begin H2 2026 with partial lines operational Q4 2026; combined Plants A and B expected to reach ~RMB 20 billion annual output value when fully operational.
Exhibit 99.1 view on EDGAR → -
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Company disclosed long-term revenue target of $4 billion: $1.6B from overseas markets (South Korea, Southeast Asia) and $2.4B from mainland China.
Exhibit 99.1 view on EDGAR →
Summary
ACM Research disclosed strong operational momentum at a June 2026 investor meeting, reporting 65% year-over-year growth in newly signed orders for Q1 2026 and reaffirming full-year revenue guidance of RMB 8.20-8.80 billion.
Electroplating systems are driving growth, representing approximately 30% of year-to-date orders, with the company noting that leading Taiwan foundries purchase over 100 electroplating systems annually. The company's Lingang mini-line R&D facility is delivering tangible results, accelerating product development cycles.
The first PECVD SiCN system completed pre-validation at Lingang before April 2026 shipment and proceeded directly to final customer qualification, while a high-temperature single-wafer SPM product secured volume orders after demonstrating 15-nanometer particle-control performance at the facility. These developments validate the company's R&D infrastructure investment and suggest improved time-to-market for new products. Capacity expansion is progressing with Plant B renovation scheduled to begin in H2 2026 and partial production lines targeted for Q4 2026 operation. Combined with Plant A (currently near full capacity), the two facilities are expected to reach approximately RMB 20 billion in annual output value, supporting the company's long-term revenue target of $4 billion. The filing represents routine disclosure of investor meeting materials to the Shanghai Stock Exchange.
Section-by-Section Diff
Event · Exhibit 99.1
ACM Research disclosed June 2026 investor meeting Q&A covering order growth, product development, and capacity expansion plans.
Added in current filing · view on EDGAR →
Renovation of Plant B is scheduled to begin in the second half of this year, with partial production lines targeted to become operational in the fourth quarter. Once both Plants A and B are fully operational, the combined annual output value is expected to reach approximately RMB 20 billion.
ACM Research (Shanghai) plans to begin renovating Plant B in the second half of 2026, with partial production lines targeted to become operational in Q4 2026. Once both Plants A and B are fully operational, combined annual output value is expected to reach approximately RMB 20 billion, supporting future growth. Plant A is currently operating close to full capacity.
Event · Item 8.01 — Other Events
ACM Shanghai filed a June 2026 investor relations activity record with the Shanghai Stock Exchange, posted June 18, 2026.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
ACM Shanghai filed with the SSE a Record of June 2026 Investor Relations Activity (the “Record”). The SSE posted the Record to the SSE’s website on June 18, 2026.
ACM Research's operating subsidiary ACM Shanghai, whose shares trade on the Shanghai Stock Exchange STAR Market, filed a routine investor relations activity record for June 2026. The record was posted to the SSE website on June 18, 2026, in accordance with STAR Market listing rules.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 22, 2026 · How we verify