ACM Research 2025 Q3 Earnings Record Net Income Surpasses Expectations

ACM Research reported its fiscal 2025 Q3 earnings on Nov 6, 2025, , exceeding expectations. , reflecting stronger demand for AI-driven semiconductor equipment. , marking a 9-year high.

Revenue

Single wafer cleaning, Tahoe, , followed by ECP (front-end and packaging), furnace, . Advanced packaging (excluding ECP), services, , . The performance underscores robust demand for ACM’s proprietary technologies in AI and datacenter applications.

Earnings/Net Income

, driven by higher revenue and operational efficiency. , highlighting its ability to maintain profitability amid industry challenges. The EPS result, while positive, fell short of analyst estimates due to margin compression.

Post-Earnings Price Action Review

Following the earnings release, , . The mixed market reaction reflects investor concerns over margin pressures despite strong revenue growth.

CEO Commentary

Dr. David Wang, CEO, emphasized ACM’s strategic focus on innovation, stating, “Our proprietary horizontal plating and high-temperature SPM technologies are gaining traction in AI-driven packaging and advanced logic markets.” He highlighted the company’s $623 million capital raise to accelerate R&D and expand production capacity, positioning ACM to capitalize on long-term growth opportunities.

Guidance

ACM Research narrowed its 2025 revenue guidance to $875 million–$925 million, . The company expects continued growth in ECP, furnace, and advanced packaging segments, with incremental revenue from new product cycles in 2026.

Additional News

ACM Shanghai completed a $623 million capital raise on the STAR Market, bolstering its balance sheet for R&D and production expansion. Insider sales, including 60,000 shares by CEO David H. Wang and 15,000 shares by Tracy Liu, . Institutional investors, including Teacher Retirement System of Texas, increased stakes, .

The company’s strategic investments in AI-driven technologies and global production capacity aim to solidify its market position as demand for advanced semiconductor equipment intensifies.