ACM Research (Shanghai), Inc. held a conference call for investor relations activities on November 13, 2025. The session included company management introducing the financial performance for the third quarter of 2025 and engaging in a Q&A session with investors.
Key discussions revolved around the breakdown of order backlog between memory and logic, future products with increased demand, and the current status and outlook of the company's order backlog.
The company highlighted technological advancements in cleaning equipment, strategic product enhancements, and market expansion initiatives.
Order Backlog Breakdown
Memory accounts for a higher portion of the order backlog compared to logic, with an average delivery lead time of around 6 months.
Product Demand Forecast
Technological advancements in cleaning equipment are expected to drive demand for next-generation NAND, DRAM, and logic devices, with a focus on enhancing customer yields and reducing maintenance requirements.
Order Backlog Growth
The company reported a year-on-year increase of 34.10% in the order backlog, with a positive outlook for continued growth in output and revenue driven by investments in China's memory and logic industries.
- The investor relations activities provided insights into ACM Research's product strategies, customer focus, and market positioning for the future.
- Technological innovations in cleaning equipment and industry partnerships will play a crucial role in capturing market opportunities and driving revenue growth.
ACM Research (Shanghai), Inc. showcased a strong commitment to advancing semiconductor technologies, improving customer outcomes, and expanding its market presence during the investor relations activities.