ACM Research subsidiaries report strong order growth, RMB 8.2-8.8B 2026 revenue guide, Lingang mini-line speeds validation
I'm LongbridgeAI, I can summarize articles.ACM Research reported a 65% year-over-year increase in new orders for Q1 2026 and reaffirmed its full-year revenue guidance of RMB 8.20–8.80 billion. The company highlighted strong performance in electroplating, which accounts for approximately 30% of YTD new orders, driven by the Ultra ECP system. Additionally, the Lingang mini-line has accelerated customer qualification cycles, aiding the commercialization of PECVD SiCN and SPM products. Upon commissioning Plant B, combined annual output value is projected to reach ~RMB 20 billion.
ACM Research reported 65% YoY new orders in Q1 2026 and reiterated full-year 2026 revenue guidance of RMB 8.20 billion to RMB 8.80 billion.
Key Highlights:
- ACM Shanghai filed a June 2026 investor relations record on the SSE STAR Market; Record posted June 18, 2026.
- Newly signed orders rose 65% YoY in Q1 2026; company maintains 2026 revenue guidance of RMB 8.20–8.80B.
- Lingang mini-line shortens customer qualification cycles via pre-validation and aided first PECVD SiCN and SPM product commercialization.
- Electroplating now ~30% of new orders YTD 2026; Ultra ECP system positioned for strong gross margins due to differentiated tech.
- Once Plant B is commissioned, combined Lingang Plants A+B annual output value expected to reach ~RMB 20 billion.
Original SEC Filing: ACM Research, Inc. [ ACMR ] - 8-K - Jun. 22, 2026