ACM Research: Temporary Q3 Margin Woes Mask The Massive Tailwind Of China's Foreign AI Chip Ban [Seeking Alpha]
ACM Research, Inc. - Class A (ACMR)
Last acm research, inc. - class a earnings: 3/18 04:10 pm
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Source: Seeking Alpha
ACM's flat YoY shipment growth in Q3 is likely due to the clearance of critical foreign equipment, which may have pushed its customer to defer shipments to Q1 2026. China's latest ban on foreign AI chips in state-funded data centers and SMIC's reliance on old ASML DUV machines could drive strong demand for ACM's KrF track tool. YMTC's ongoing capacity expansion and CXMT's latest DRAM breakthrough are likely to generate demand for ACM's entire product portfolio in FY 2026 and beyond, in my opinion. I'm reiterating my strong buy rating for ACM as the current environment in China could lead to growth reacceleration through FY 2026 and margin recovery in the second half of FY 2026, in my opinion. MF3d/iStock via Getty Images Since my last coverage , ACM Research, Inc. ( ACMR ) is down 5%, despite reaching a multi-year high in October, on the back of its Q3 earnings. ACM's Q3 earnings showed a concerning margin contraction to the low-end This article was written by Analyst's
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ACMR
News
- ACM Research Announces Participation in 14th Annual NYC Summit [Yahoo! Finance]Yahoo! Finance
- ACM Research Announces Participation in 14th Annual NYC SummitGlobeNewswire
- ACM Research: Riding China's AI-Driven Capex Wave [Seeking Alpha]Seeking Alpha
- ACM Research, Inc. (ACMR): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- ACM Research's (NASDAQ:ACMR) three-year earnings growth trails the 54% YoY shareholder returns [Yahoo! Finance]Yahoo! Finance
ACMR
Earnings
- 11/5/25 - Beat
ACMR
Sec Filings
- 12/4/25 - Form 4
- 12/4/25 - Form 144
- 12/4/25 - Form 144
- ACMR's page on the SEC website