ACM Research (Shanghai), Inc. conducted investor relation activities focused on describing the company's performance and financial conditions for the first half of 2025.
Key discussions included overseas revenue targets, sales projections, revenue growth drivers, and production capacity at the Lingang facility.
Representatives of the company, including the Chairman, General Manager, CFO, and Board Secretary, actively engaged with investors during the event.
Overseas Revenue Target
Medium- to long-term goal of reaching USD 1.5 billion in overseas revenue with a focus on differentiated technologies and global market expansion.
SAM Estimate Increase
SAM estimate in China raised to USD 7.0 billion based on market research data and industry trends, aligning sales targets with market growth projections.
Q2 Revenue Growth
40% sequential revenue growth driven by increased equipment sales, strong demand in logic and memory segments, and exceeding revenue performance expectations.
Full Year Revenue Guidance
Maintaining revenue guidance for the year, with potential revisions based on business performance and order trends in the second half of 2025.
Production Capacity Expansion
Operational capacity at Lingang facility supporting full-year revenue guidance, with plans for potential production capacity increases.
- The discussions highlighted the company's strategic focus on international market expansion and technology differentiation to drive revenue growth.
- Updates on sales targets and revenue guidance indicate a positive outlook for the company's performance in the semiconductor equipment market.
- Strong demand and revenue performance in Q2 demonstrate market acceptance of the company's products and services, reinforcing its competitive position in the industry.
The investor relation activities provided valuable insights into ACM Research (Shanghai), Inc.'s growth strategies, market outlook, and commitments to transparency and performance excellence.