Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688082.SS
HOLDFLAGACM Research (Shanghai), Inc. · Technology · China · $26.8B · Avg Vol: $730M/d
ACM Research (Shanghai) is a key player in semiconductor wet cleaning equipment, which is critical for advanced packaging and high-density memory nodes. The company is a direct beneficiary of China's domestic semiconductor self-sufficiency drive. However, the current quant metrics show weak momentum and value, and geopolitical export controls present a persistent overhang.
COMPANY DESCRIPTION
ACM Research (Shanghai), Inc. develops and manufactures wet cleaning and front-end processing equipment for semiconductor manufacturing. The company's proprietary Space Alternated Phase Shift (SAPS) and Megasonic technologies provide superior damage-free cleaning for advanced nodes, establishing a strong technological moat. It is a leading player in the semiconductor cleaning equipment market, serving top-tier global and domestic foundries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 424.6M | 574.6M | 830.2M | 1.0B | 33.2% |
| EPS | 0.23 | 0.31 | 0.39 | 0.46 | 26.3% |
| Shares | 433.6M | 435.7M | 438.7M | 480.2M | +10.8% |
| Debt | 81.9M | 87.8M | 184.8M | 292.0M | 52.8% |
| Equity | 816.3M | 954.4M | 1.1B | 2.0B | 34.6% |
| Op CF | -39.7M | -63.1M | 179.7M | 35.3M | -80.4% |
| Inv CF | -278.5M | 80.1M | -72.4M | -415.3M | — |
| Fin CF | 40.3M | -24.2M | 55.9M | 706.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688082.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688082.SS | ACM Research (Shanghai), Inc.(you) | $26.8B | 40 | HOLD |
| 002156.SZ | Tongfu Microelectronics Co.,Ltd | $16.0B | 41 | HOLD |
| 688072.SS | Piotech Inc. | $31.2B | 51 | HOLD |
| 300316.SZ | Zhejiang Jingsheng Mechanical & Electrical Co., Ltd. | $11.1B | 37 | HOLD |
| 300666.SZ | Konfoong Materials International Co., Ltd | $12.6B | 34 | SELL |
| 301611.SZ | Suzhou Kematek, Inc. | $8.1B | 40 | HOLD |
| 300604.SZ | Hangzhou Changchuan Technology Co.,Ltd | $25.2B | 64 | HOLD |
| 002371.SZ | NAURA Technology Group Co., Ltd. | $79.8B | 45 | HOLD |
| 002185.SZ | Tianshui Huatian Technology Co., Ltd. | $10.0B | 33 | SELL |
| 688120.SS | Hwatsing Technology Co., Ltd. | $17.2B | 59 | HOLD |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%