ACM Research Updates Revenue Outlook, Plans Oregon Expansion Amid Trade Policy Uncertainty
ByAinvest
Saturday, Jan 24, 2026 2:34 pm ET1min read
ACMR--
ACM Research updated its 2025 revenue outlook to $885-900 million and 2026 guidance to $1.08-1.18 billion, emphasizing investments in Oregon and contributions from newer semiconductor cleaning and furnace tools. The company's expanded tool portfolio and geographic footprint aim to attract wafer fab dollars despite trade and spending crosscurrents. The announced ramp in Oregon adds capacity closer to domestic production customers, supporting order momentum if programs stay funded. However, risks around execution, capital intensity, and future shifts in trade policy affecting its China business and global supply chain remain.
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