Q1 2025 ACM Research Inc Earnings Call Transcript

May 8, 2025 / 12:00 PM GMT

Release Date Price: $22.43 (+11.98%)

Transcript 10-Q8-K

Key Points

Positve

ACM Research Inc (ACMR) reported a 13% year-over-year increase in revenue for Q1 2025, reaching $172 million.
The company achieved a gross margin of 48.2%, exceeding their target range of 42% to 48%.
ACM Research Inc (ACMR) has been recognized as one of the top 20 global semiconductor equipment companies for 2024.
The company has a strong market presence in China, with an estimated market share of over 25% in wafer cleaning and printing.
ACM Research Inc (ACMR) is expanding its global footprint with investments in a new facility in Oregon, USA, to support R&D and initial production.

Negative

Shipments for Q1 2025 were down 36% compared to the same period in 2024, due to exceptionally strong demand in the previous year.
Operating income decreased by 10.6%, with an operating margin of 20.7% compared to 26.2% in the previous year.
Net income attributable to ACM Research Inc (ACMR) decreased to $31.3 million from $34.6 million in the previous year.
The company faces challenges from a shifting global trade environment, including new tariffs and evolving policies.
There is increased competition in the domestic Chinese semiconductor equipment market, with potential consolidation among local players.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACMR.OQ - ACM Research Inc
Q1 2025 ACM Research Inc Earnings Call
May 08, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen.

Thank you for standing by and welcome to the ACM Research first quarter 2025 earnings conference call. Currently, all participants are in a listen-only mode. Later, we will conduct a question and answer session, and instructions will follow at that time. As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time.

Now, I will turn the call over to Mr. Steven Pelayo, managing director of the Blue Shirt Group. Steven, please go ahead.

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Unidentified_2 [2]
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Good day

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