View Financial HealthACM Research 배당 및 자사주 매입배당 기준 점검 0/6ACM Research 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률-13.4%자사주 매입 수익률총 주주 수익률-13.4%미래 배당 수익률0.3%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €64.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 229% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.52 per share.공시 • May 14ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million.ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million. Security Name: Class A common stock Security Type: Common Stock Securities Offered: 2,884,615 Price\Range: $52 Transaction Features: Registered Direct Offering공시 • May 09ACM Research, Inc. Maintains Revenue Guidance for the Full Year 2026ACM Research, Inc. maintained revenue guidance for the full year 2026. The company is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. This expectation is based on ACM management’s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.Buy Or Sell Opportunity • May 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to €52.10. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.공시 • Apr 29ACM Research, Inc., Annual General Meeting, Jun 10, 2026ACM Research, Inc., Annual General Meeting, Jun 10, 2026. Location: virtualshareholdermeeting.com/acmr2026, United States공시 • Apr 16ACM Research, Inc. to Report Q1, 2026 Results on May 07, 2026ACM Research, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €43.05, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.46 per share.공시 • Apr 03ACM Research, Inc. Introduces ACM Planetary Family Product Portfolio StructureACM Research, Inc. announced a new branding and organization of its product portfolio into a unified, process-based structure, referred to as the ACM Planetary Family. Under the ACM Planetary Family, ACM’s products are organized into eight distinct families aligned with core process steps across the semiconductor manufacturing flow, collectively referred to as the Eight Planets series. This structure clarifies ACM’s expanding product portfolio, supporting alignment with evolving customer requirements across front-end processing, advanced packaging and related applications. ACM Planetary Family Product Lineup: Earth Series – Cleaning tools, Jupiter Series – Wafer-level advanced packaging tools, Venus Series – Electroplating tools, Mars Series – Furnace tools, Mercury Series – Track tools, Saturn Series – Plasma-enhanced chemical vapor deposition (PECVD) tools, Uranus Series – Panel-level advanced packaging tools, Neptune Series – Stress-free polishing tools.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €32.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.03 per share.Buy Or Sell Opportunity • Mar 26Now 20% undervaluedOver the last 90 days, the stock has risen 8.9% to €36.76. The fair value is estimated to be €46.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €40.55, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €46.57 per share.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$1.47 (vs US$1.67 in FY 2024)Full year 2025 results: EPS: US$1.47 (down from US$1.67 in FY 2024). Revenue: US$901.3m (up 15% from FY 2024). Net income: US$94.1m (down 9.2% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.공시 • Feb 10ACM Research, Inc. to Report Q4, 2025 Results on Feb 26, 2026ACM Research, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €51.94, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.03 per share.Buy Or Sell Opportunity • Feb 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €46.41. The fair value is estimated to be €38.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공시 • Jan 22+ 1 more updateACM Research, Inc. Updates Revenue Guidance for the Full Year 2025ACM Research, Inc. updated revenue guidance for the full year 2025. The company updated its full year 2025 revenue outlook to a range of $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings release issued on November 5, 2025.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €40.94, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €40.89 per share.Buy Or Sell Opportunity • Jan 01Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €35.47. The fair value is estimated to be €28.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €32.71, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €26.86 per share.Buy Or Sell Opportunity • Dec 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €31.91. The fair value is estimated to be €26.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • Nov 20ACM Research, Inc. Delivers Advanced Ultra Lith BK Photoresist Hardening Tool with UV Curing and Temperature UniformityACM Research, Inc. announced the delivery of its first Ultra Lith Baker ("Ultra Lith BK") system to a leading global display panel manufacturer. The system is engineered to address industry-wide challenges in advanced lithography, including process non-uniformity, thermal drift, and critical dimension ("CD") variation. It can also help semiconductor manufacturers maintain stable yield and pattern fidelity as device geometries continue to shrink. With ultraviolet ("UV") curing uniformity and precision temperature control, the Ultra Lith BK enables highly stable and repeatable lithography processes. The Ultra Lith BK's UV curing system delivers +-5% UV intensity uniformity, ensuring consistent resist hardening across the wafer. The system supports line-scan, rotary, and hybrid UV-curing exposure modes to maximize process flexibility. Its advanced thermal management architecture further reduces CD variation, overlay error, and pattern distortion--all critical to yield improvement and long-term process reliability. The Ultra Lith BK integrates six cold plates delivering temperature uniformity of +-0.1degC. The system adopts a configurable design and can accommodate up to 32 hotplates and two UV curing systems, enabling customers to flexibly configure the tool according to different process recipes and photoresist integration requirements. Two types of hotplates are available: The high-flow hotplate achieves a maximum process temperature of 250degC with temperature uniformity 0.2%. The low-flow hotplate operates at temperatures up to 180degC with temperature uniformity 0.08%, offering benchmark-level performance in the industry.공시 • Nov 17ACM Research, Inc. Delivers First Horizontal Panel Electroplating Tool Strengthening Its Leadership in Fan-Out Panel-Level PackagingACM Research, Inc. announced it has delivered the first panel electrochemical plating tool, the Ultra ECP ap-p, to an panel fabrication customer. This achievement underscores ACM's advancement in panel-level electroplating technology and reflects growing market demand for scalable, cost-efficient advanced packaging solutions to meet next generation device requirements. The Ultra ECP ap-p is the first commercial panel-level copper deposition system for the large-panel market, supporting plating steps across pillar, bump, and redistribution layer (RDL) processes. The system achieves panel-processing performance - comparable to traditional round wafer processes, enabling manufacturers to meet demanding device requirements with greater efficiency. The system features ACM proprietary horizontal electroplating technology, and supports copper (Cu), nickel (Ni), tin-silver (SnAg) and a gold (Au) plating. The Cu plating chambers incorporate high-speed plating paddles specifically designed for tall pillar applications, capable of achieving pillar heights exceeding 300 microns. The Ultra ECP ap thep features a four-sided sealing dry contact chuck for improved reliability, in-cell rinse functionality to minimize chemical cross-contamination between different plating cells, and a horizontal electroplating design synchronizing a rotating square electrical field with the rotating chuck for superiorosition uniformity.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.56 (vs US$0.49 in 3Q 2024)Third quarter 2025 results: EPS: US$0.56 (up from US$0.49 in 3Q 2024). Revenue: US$269.2m (up 32% from 3Q 2024). Net income: US$35.9m (up 16% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €27.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.91 per share.공시 • Oct 17ACM Research, Inc. to Report Q3, 2025 Results on Nov 05, 2025ACM Research, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025Buy Or Sell Opportunity • Oct 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to €33.82. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Sep 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to €33.55. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €31.19, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.69 per share.공시 • Sep 19ACM Research Unveils Ultra ECDP Electrochemical Deplating Tool for Compound Semiconductor Gold Etch ProcessesACM Research, Inc. announced the launch of its first Ultra ECDP Electrochemical Deplating tool specifically designed for wide bandgap compound semiconductor manufacturing. The Ultra ECDP tool is engineered for electrochemical wafer-level gold (Au) etching performed outside of the wafer pattern area and delivers improved uniformity, smaller undercut and enhanced gold line appearance. The Ultra ECDP tool offers specialized processes including Au bump removal, thin film Au etching, and deep-hole Au deplating, supported by integrated pre-wet and cleaning chambers. It features precise chemistry circulation and advanced multi-anode electrochemical deplating technology, the system achieves minimized side etching, excellent surface finish, and superior uniformity across all features. The Ultra ECDP tool are engineered to address the evolving requirements of compound semiconductor manufacturing, accommodating the distinct physical characteristics--such as weight, stress, and thickness-- of diverse substrates, including silicon carbide (SiC), gallium arsenide (GaAs), lithium phosphate (Li3PO4) and etc. Featuring a modular design, the Ultra ECDP tool has the flexibility to integrate both plating and deplating processes within a single platform, and utilizes multi-anode technology for controlling deplating in different areas. The Ultra ECDP tool also offers horizontal full-face deplating to prevent cross contamination during processing. The Ultra ECDP Tool: The Ultra ECDP tool is compatible with 6-inch and 8-inch platforms and accommodates 150 millimeter (mm), 159mm and 200mm wafer sizes. The system is configurable with two open cassettes and one vacuum arm, providing adaptability for various manufacturing environments.공시 • Sep 08ACM Research, Inc. Delivers High-Throughput Ultra Lith KrF Track System to A Leading Chinese Logic Wafer Fab CustomerACM Research, Inc. announced the launch of its first Ultra Lith KrF track system, designed to support front-end semiconductor manufacturing. The new system expands ACM's lithography product line and delivers high-throughput performance, advanced thermal control, and real-time process control and monitoring. The first system was shipped to a leading Chinese logic wafer fab customer in September 2025. ACM's Ultra Lith KrF track system builds on the proven architecture and process achievements of ACM's ArF track platform, which successfully completed demo-line process verification with a leading Chinese customer in late 2024. That system demonstrated sub-angstrom-level coating uniformity, advanced thermal control, and ASML scanner-aligned CD matching--capabilities that provided the foundation for design optimization in the KrF platform. ACM's Ultra LithKF track system features a flexible process module configuration, including 12 spin coaters and 12 developers (12C12D), supported by 54 hot plates capable of low, mid, and high-temperature processing with thermal uniformity. The system achieves throughput greater than 300 wafers per hour (WPH) and incorporates ACM's proprietary backside particle removal unit (BPRV) technology to minimize cross-contamination risk. In addition, the integrated wafer-scale outlier inspection (WSOI) unit enables real-time process variation detection and yield anomaly monitoring, enhancing process stability and production efficiency.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €27.06, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.31 per share.공시 • Aug 07ACM Research, Inc. Maintains Earnings Guidance for the Fiscal Year 2025ACM Research, Inc. maintained earnings guidance for the fiscal year 2025. For the period, the company expects to maintain its revenue guidance range of $850 million to $950 million for fiscal year 2025.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.47 (vs US$0.39 in 2Q 2024)Second quarter 2025 results: EPS: US$0.47 (up from US$0.39 in 2Q 2024). Revenue: US$215.4m (up 6.4% from 2Q 2024). Net income: US$29.8m (up 23% from 2Q 2024). Profit margin: 14% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Aug 06Now 23% undervaluedOver the last 90 days, the stock has risen 7.3% to €20.64. The fair value is estimated to be €26.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공시 • Jul 25ACM Research, Inc. Announces Major Upgrades to its Ultra C Wb Wet Bench Cleaning Tool for Advanced Chip ManufacturingACM Research, Inc. announced major upgrades to its Ultra C wb cleaning tool. These new enhancements are designed to meet the demanding technical requirements of advanced-node manufacturing processes. The upgraded Ultra C wb features a patent-pending nitrogen (N2) bubbling technology to solve poor wet etching uniformity and by-product regrowth. These issues frequently appear in conventional wet bench processes of phosphoric acid in high aspect ratio trenches and via structures in advanced-node processes. ACM's patent-pending N2 bubbling technique enhances the transport efficiency of phosphoric acid and promotes the uniformity of temperature, concentration and flow velocity in wet etching bath. The improved mass transfer efficiency of the wet etching process avoids by-product accumulation in wafer micro-structures to prevent growth. This technology holds significant application potential in the wet etching process for manufacturing 3D DRAM, 3D logic and 500+ layer 3D NAND devices. New Features and Benefits of the Upgraded Ultra C wb Tool: Enhanced Etching Uniformity: Compared to conventional batch processes for wet cleaning, the Ultra C wb platform is equipped with the N2 bubbling technique, improving within-wafer and wafer-to-wafer wet etching uniformity by more than 50%. Enhanced Particle Removal Performance: The Ultra C wb platform's advanced cleaning capabilities have been proven in organic residue removal of special phosphoric acid additives in advanced-node processes. Expanded Process Capabilities: The upgraded bench module is qualified for three layers of advanced-node processes, including: stack silicon nitride removal, channel hole polysilicon etch back and gate line tungsten recess. It is compatible with a variety of chemical solutions, such as phosphoric acid, H4 etchant (a mixed acid solution typically used for metal film etching), tetramethylammonium hydroxide (TMAH), standard clean 1 (SC1) and silicon-germanium (SiGe) etching solution, etc. Additional layers and applications are currently in development at the customer site. Proprietary Design: The nitrogen bubbling technology designs in the patent application generate large-size sizes with good uniformity, while the bubble density can be precisely controlled. The N2 bubbling core technology can be applied to ACM's Ultra C Tahoe (single-wafer and bench combined cleaning tool) platform, effectively addressing customers' future process requirements.공시 • Jul 18ACM Research, Inc. to Report Q2, 2025 Results on Aug 06, 2025ACM Research, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025공시 • Jun 30+ 4 more updatesACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth IndexACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth IndexReported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.32 (vs US$0.28 in 1Q 2024)First quarter 2025 results: EPS: US$0.32 (up from US$0.28 in 1Q 2024). Revenue: US$172.3m (up 13% from 1Q 2024). Net income: US$20.4m (up 17% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.공시 • May 01ACM Research, Inc. Provides Preliminary Unaudited Earnings Guidance for the First Quarter and Re-Affirm Earnings Guidance for the Full Year 2025ACM Research, Inc. provided preliminary unaudited earnings guidance for the first quarter and re-affirmed earnings guidance for the full year 2025. For the first quarter company expects preliminary unaudited revenue for the first quarter of 2025 is expected to be in the range of $165 million to $170 million, which would represent year-to-year growth of 8.4% to 11.7%. For the full year company re-affirms revenue outlook in the range of $850 million to $950 million, which would represent year-to-year growth of 9% to 21%.공시 • Apr 30ACM Research, Inc., Annual General Meeting, Jun 12, 2025ACM Research, Inc., Annual General Meeting, Jun 12, 2025. Location: virtualshareholdermeeting.com/acmr2025, United StatesBoard Change • Apr 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Member of Advisory Board Lip-Bu Tan was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 1ACMR 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 1ACMR 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장ACM Research 배당 수익률 vs 시장1ACMR의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1ACMR)n/a시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.5%업계 평균 (Semiconductor)0.5%분석가 예측 (1ACMR) (최대 3년)0.3%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 1ACMR 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 1ACMR 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 1ACMR 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 1ACMR 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 14:29종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ACM Research, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Christian SchwabCraig-Hallum Capital Group LLCAllen ChangGoldman SachsEdison LeeJefferies LLC9명의 분석가 더 보기
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €64.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 229% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.52 per share.
공시 • May 14ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million.ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million. Security Name: Class A common stock Security Type: Common Stock Securities Offered: 2,884,615 Price\Range: $52 Transaction Features: Registered Direct Offering
공시 • May 09ACM Research, Inc. Maintains Revenue Guidance for the Full Year 2026ACM Research, Inc. maintained revenue guidance for the full year 2026. The company is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. This expectation is based on ACM management’s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.
Buy Or Sell Opportunity • May 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to €52.10. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
공시 • Apr 29ACM Research, Inc., Annual General Meeting, Jun 10, 2026ACM Research, Inc., Annual General Meeting, Jun 10, 2026. Location: virtualshareholdermeeting.com/acmr2026, United States
공시 • Apr 16ACM Research, Inc. to Report Q1, 2026 Results on May 07, 2026ACM Research, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €43.05, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.46 per share.
공시 • Apr 03ACM Research, Inc. Introduces ACM Planetary Family Product Portfolio StructureACM Research, Inc. announced a new branding and organization of its product portfolio into a unified, process-based structure, referred to as the ACM Planetary Family. Under the ACM Planetary Family, ACM’s products are organized into eight distinct families aligned with core process steps across the semiconductor manufacturing flow, collectively referred to as the Eight Planets series. This structure clarifies ACM’s expanding product portfolio, supporting alignment with evolving customer requirements across front-end processing, advanced packaging and related applications. ACM Planetary Family Product Lineup: Earth Series – Cleaning tools, Jupiter Series – Wafer-level advanced packaging tools, Venus Series – Electroplating tools, Mars Series – Furnace tools, Mercury Series – Track tools, Saturn Series – Plasma-enhanced chemical vapor deposition (PECVD) tools, Uranus Series – Panel-level advanced packaging tools, Neptune Series – Stress-free polishing tools.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €32.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.03 per share.
Buy Or Sell Opportunity • Mar 26Now 20% undervaluedOver the last 90 days, the stock has risen 8.9% to €36.76. The fair value is estimated to be €46.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €40.55, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €46.57 per share.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$1.47 (vs US$1.67 in FY 2024)Full year 2025 results: EPS: US$1.47 (down from US$1.67 in FY 2024). Revenue: US$901.3m (up 15% from FY 2024). Net income: US$94.1m (down 9.2% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
공시 • Feb 10ACM Research, Inc. to Report Q4, 2025 Results on Feb 26, 2026ACM Research, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €51.94, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.03 per share.
Buy Or Sell Opportunity • Feb 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €46.41. The fair value is estimated to be €38.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공시 • Jan 22+ 1 more updateACM Research, Inc. Updates Revenue Guidance for the Full Year 2025ACM Research, Inc. updated revenue guidance for the full year 2025. The company updated its full year 2025 revenue outlook to a range of $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings release issued on November 5, 2025.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €40.94, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €40.89 per share.
Buy Or Sell Opportunity • Jan 01Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €35.47. The fair value is estimated to be €28.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €32.71, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €26.86 per share.
Buy Or Sell Opportunity • Dec 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €31.91. The fair value is estimated to be €26.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • Nov 20ACM Research, Inc. Delivers Advanced Ultra Lith BK Photoresist Hardening Tool with UV Curing and Temperature UniformityACM Research, Inc. announced the delivery of its first Ultra Lith Baker ("Ultra Lith BK") system to a leading global display panel manufacturer. The system is engineered to address industry-wide challenges in advanced lithography, including process non-uniformity, thermal drift, and critical dimension ("CD") variation. It can also help semiconductor manufacturers maintain stable yield and pattern fidelity as device geometries continue to shrink. With ultraviolet ("UV") curing uniformity and precision temperature control, the Ultra Lith BK enables highly stable and repeatable lithography processes. The Ultra Lith BK's UV curing system delivers +-5% UV intensity uniformity, ensuring consistent resist hardening across the wafer. The system supports line-scan, rotary, and hybrid UV-curing exposure modes to maximize process flexibility. Its advanced thermal management architecture further reduces CD variation, overlay error, and pattern distortion--all critical to yield improvement and long-term process reliability. The Ultra Lith BK integrates six cold plates delivering temperature uniformity of +-0.1degC. The system adopts a configurable design and can accommodate up to 32 hotplates and two UV curing systems, enabling customers to flexibly configure the tool according to different process recipes and photoresist integration requirements. Two types of hotplates are available: The high-flow hotplate achieves a maximum process temperature of 250degC with temperature uniformity 0.2%. The low-flow hotplate operates at temperatures up to 180degC with temperature uniformity 0.08%, offering benchmark-level performance in the industry.
공시 • Nov 17ACM Research, Inc. Delivers First Horizontal Panel Electroplating Tool Strengthening Its Leadership in Fan-Out Panel-Level PackagingACM Research, Inc. announced it has delivered the first panel electrochemical plating tool, the Ultra ECP ap-p, to an panel fabrication customer. This achievement underscores ACM's advancement in panel-level electroplating technology and reflects growing market demand for scalable, cost-efficient advanced packaging solutions to meet next generation device requirements. The Ultra ECP ap-p is the first commercial panel-level copper deposition system for the large-panel market, supporting plating steps across pillar, bump, and redistribution layer (RDL) processes. The system achieves panel-processing performance - comparable to traditional round wafer processes, enabling manufacturers to meet demanding device requirements with greater efficiency. The system features ACM proprietary horizontal electroplating technology, and supports copper (Cu), nickel (Ni), tin-silver (SnAg) and a gold (Au) plating. The Cu plating chambers incorporate high-speed plating paddles specifically designed for tall pillar applications, capable of achieving pillar heights exceeding 300 microns. The Ultra ECP ap thep features a four-sided sealing dry contact chuck for improved reliability, in-cell rinse functionality to minimize chemical cross-contamination between different plating cells, and a horizontal electroplating design synchronizing a rotating square electrical field with the rotating chuck for superiorosition uniformity.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.56 (vs US$0.49 in 3Q 2024)Third quarter 2025 results: EPS: US$0.56 (up from US$0.49 in 3Q 2024). Revenue: US$269.2m (up 32% from 3Q 2024). Net income: US$35.9m (up 16% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €27.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.91 per share.
공시 • Oct 17ACM Research, Inc. to Report Q3, 2025 Results on Nov 05, 2025ACM Research, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
Buy Or Sell Opportunity • Oct 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to €33.82. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Sep 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to €33.55. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €31.19, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.69 per share.
공시 • Sep 19ACM Research Unveils Ultra ECDP Electrochemical Deplating Tool for Compound Semiconductor Gold Etch ProcessesACM Research, Inc. announced the launch of its first Ultra ECDP Electrochemical Deplating tool specifically designed for wide bandgap compound semiconductor manufacturing. The Ultra ECDP tool is engineered for electrochemical wafer-level gold (Au) etching performed outside of the wafer pattern area and delivers improved uniformity, smaller undercut and enhanced gold line appearance. The Ultra ECDP tool offers specialized processes including Au bump removal, thin film Au etching, and deep-hole Au deplating, supported by integrated pre-wet and cleaning chambers. It features precise chemistry circulation and advanced multi-anode electrochemical deplating technology, the system achieves minimized side etching, excellent surface finish, and superior uniformity across all features. The Ultra ECDP tool are engineered to address the evolving requirements of compound semiconductor manufacturing, accommodating the distinct physical characteristics--such as weight, stress, and thickness-- of diverse substrates, including silicon carbide (SiC), gallium arsenide (GaAs), lithium phosphate (Li3PO4) and etc. Featuring a modular design, the Ultra ECDP tool has the flexibility to integrate both plating and deplating processes within a single platform, and utilizes multi-anode technology for controlling deplating in different areas. The Ultra ECDP tool also offers horizontal full-face deplating to prevent cross contamination during processing. The Ultra ECDP Tool: The Ultra ECDP tool is compatible with 6-inch and 8-inch platforms and accommodates 150 millimeter (mm), 159mm and 200mm wafer sizes. The system is configurable with two open cassettes and one vacuum arm, providing adaptability for various manufacturing environments.
공시 • Sep 08ACM Research, Inc. Delivers High-Throughput Ultra Lith KrF Track System to A Leading Chinese Logic Wafer Fab CustomerACM Research, Inc. announced the launch of its first Ultra Lith KrF track system, designed to support front-end semiconductor manufacturing. The new system expands ACM's lithography product line and delivers high-throughput performance, advanced thermal control, and real-time process control and monitoring. The first system was shipped to a leading Chinese logic wafer fab customer in September 2025. ACM's Ultra Lith KrF track system builds on the proven architecture and process achievements of ACM's ArF track platform, which successfully completed demo-line process verification with a leading Chinese customer in late 2024. That system demonstrated sub-angstrom-level coating uniformity, advanced thermal control, and ASML scanner-aligned CD matching--capabilities that provided the foundation for design optimization in the KrF platform. ACM's Ultra LithKF track system features a flexible process module configuration, including 12 spin coaters and 12 developers (12C12D), supported by 54 hot plates capable of low, mid, and high-temperature processing with thermal uniformity. The system achieves throughput greater than 300 wafers per hour (WPH) and incorporates ACM's proprietary backside particle removal unit (BPRV) technology to minimize cross-contamination risk. In addition, the integrated wafer-scale outlier inspection (WSOI) unit enables real-time process variation detection and yield anomaly monitoring, enhancing process stability and production efficiency.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €27.06, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.31 per share.
공시 • Aug 07ACM Research, Inc. Maintains Earnings Guidance for the Fiscal Year 2025ACM Research, Inc. maintained earnings guidance for the fiscal year 2025. For the period, the company expects to maintain its revenue guidance range of $850 million to $950 million for fiscal year 2025.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.47 (vs US$0.39 in 2Q 2024)Second quarter 2025 results: EPS: US$0.47 (up from US$0.39 in 2Q 2024). Revenue: US$215.4m (up 6.4% from 2Q 2024). Net income: US$29.8m (up 23% from 2Q 2024). Profit margin: 14% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Aug 06Now 23% undervaluedOver the last 90 days, the stock has risen 7.3% to €20.64. The fair value is estimated to be €26.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공시 • Jul 25ACM Research, Inc. Announces Major Upgrades to its Ultra C Wb Wet Bench Cleaning Tool for Advanced Chip ManufacturingACM Research, Inc. announced major upgrades to its Ultra C wb cleaning tool. These new enhancements are designed to meet the demanding technical requirements of advanced-node manufacturing processes. The upgraded Ultra C wb features a patent-pending nitrogen (N2) bubbling technology to solve poor wet etching uniformity and by-product regrowth. These issues frequently appear in conventional wet bench processes of phosphoric acid in high aspect ratio trenches and via structures in advanced-node processes. ACM's patent-pending N2 bubbling technique enhances the transport efficiency of phosphoric acid and promotes the uniformity of temperature, concentration and flow velocity in wet etching bath. The improved mass transfer efficiency of the wet etching process avoids by-product accumulation in wafer micro-structures to prevent growth. This technology holds significant application potential in the wet etching process for manufacturing 3D DRAM, 3D logic and 500+ layer 3D NAND devices. New Features and Benefits of the Upgraded Ultra C wb Tool: Enhanced Etching Uniformity: Compared to conventional batch processes for wet cleaning, the Ultra C wb platform is equipped with the N2 bubbling technique, improving within-wafer and wafer-to-wafer wet etching uniformity by more than 50%. Enhanced Particle Removal Performance: The Ultra C wb platform's advanced cleaning capabilities have been proven in organic residue removal of special phosphoric acid additives in advanced-node processes. Expanded Process Capabilities: The upgraded bench module is qualified for three layers of advanced-node processes, including: stack silicon nitride removal, channel hole polysilicon etch back and gate line tungsten recess. It is compatible with a variety of chemical solutions, such as phosphoric acid, H4 etchant (a mixed acid solution typically used for metal film etching), tetramethylammonium hydroxide (TMAH), standard clean 1 (SC1) and silicon-germanium (SiGe) etching solution, etc. Additional layers and applications are currently in development at the customer site. Proprietary Design: The nitrogen bubbling technology designs in the patent application generate large-size sizes with good uniformity, while the bubble density can be precisely controlled. The N2 bubbling core technology can be applied to ACM's Ultra C Tahoe (single-wafer and bench combined cleaning tool) platform, effectively addressing customers' future process requirements.
공시 • Jul 18ACM Research, Inc. to Report Q2, 2025 Results on Aug 06, 2025ACM Research, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
공시 • Jun 30+ 4 more updatesACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth IndexACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth Index
Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.32 (vs US$0.28 in 1Q 2024)First quarter 2025 results: EPS: US$0.32 (up from US$0.28 in 1Q 2024). Revenue: US$172.3m (up 13% from 1Q 2024). Net income: US$20.4m (up 17% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
공시 • May 01ACM Research, Inc. Provides Preliminary Unaudited Earnings Guidance for the First Quarter and Re-Affirm Earnings Guidance for the Full Year 2025ACM Research, Inc. provided preliminary unaudited earnings guidance for the first quarter and re-affirmed earnings guidance for the full year 2025. For the first quarter company expects preliminary unaudited revenue for the first quarter of 2025 is expected to be in the range of $165 million to $170 million, which would represent year-to-year growth of 8.4% to 11.7%. For the full year company re-affirms revenue outlook in the range of $850 million to $950 million, which would represent year-to-year growth of 9% to 21%.
공시 • Apr 30ACM Research, Inc., Annual General Meeting, Jun 12, 2025ACM Research, Inc., Annual General Meeting, Jun 12, 2025. Location: virtualshareholdermeeting.com/acmr2025, United States
Board Change • Apr 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Member of Advisory Board Lip-Bu Tan was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.