ACM Research, Inc.: insider trades · United States · SEC (Form 4)

About ACM Research, Inc.

ACM Research, Inc. (ticker: ACMR) is a U.S.-based semiconductor equipment company listed on the NASDAQ in the United States. The company develops and sells process equipment used in chip manufacturing, including single-wafer and batch wet cleaning systems, electroplating tools, stress-free polishing equipment, vertical furnace systems, track tools, PECVD systems, and wafer- and panel-level advanced packaging solutions. For international investors, ACM Research is best understood as a specialized capital-equipment supplier with exposure to semiconductor fabrication spending and the rapidly expanding advanced packaging segment tied to AI and high-performance computing. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1680062/000162828026013231/acmr-20251231.htm?utm_source=openai)) The company was founded in California in 1998, in Silicon Valley, and is headquartered in Fremont, California. Management describes ACM Research as a Delaware corporation founded in California to supply capital equipment for the global semiconductor industry. That origin matters: the company has a long operating history, but it remains more of a focused technology manufacturer than a broad diversified industrial group. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1680062/000162828026013231/acmr-20251231.htm?utm_source=openai)) ACM Research’s core business centers on critical wafer-processing technologies used by leading chipmakers. Its cleaning portfolio is a major pillar, but the company has broadened beyond that into plating, furnace, track and PECVD products, as well as advanced packaging tools for both wafer-level and panel-level applications. The investment case is therefore driven by product breadth within a narrow niche: ACM tries to win share by offering integrated process solutions that improve yield, lower operating cost and address increasingly complex semiconductor manufacturing steps. ([ir.acmr.com](https://ir.acmr.com/news-releases/news-release-details/acm-research-reports-first-quarter-2026-results?utm_source=openai)) Geographically, ACM Research remains anchored in the United States while maintaining meaningful operations in Asia through its China-related manufacturing and customer base. Recent communications also point to a broader global expansion strategy, including investments in Oregon intended to support additional international markets. That geographic mix is important for investors because it gives ACM access to major semiconductor demand centers, but it also leaves the company exposed to trade policy, supply-chain constraints and customer qualification timelines. ([ir.acmr.com](https://ir.acmr.com/news-releases/news-release-details/acm-research-reports-first-quarter-2026-results?utm_source=openai)) Recent developments have been constructive. In February 2026, ACM Research reported record full-year 2025 revenue of $901 million, up 15% year over year, and reiterated 2026 revenue guidance of $1.08 billion to $1.175 billion, implying 21% to 30% growth. In early 2026, the company said it shipped its first PECVD silicon carbonitride system to a leading semiconductor manufacturer and also announced orders for wafer-level advanced packaging tools from a North America-based technology company and a major Singapore-based OSAT customer. These disclosures suggest continued momentum across multiple product lines, even as the company remains cyclical and sensitive to industry investment patterns. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1680062/000162828026011998/acmr-q42025xearningsreleas.htm?utm_source=openai))