文章核心观点 - ACM Research (ACMR)公司股价在过去一个月内上涨13.9%,超过了更广泛的Zacks计算机和技术板块7%的涨幅以及半导体设备和材料服务行业12.7%的涨幅 [1] - 公司业绩强劲,得益于单片清洗、Tahoe和半关键清洗设备、ECP(前端和封装)、炉和其他技术的销售增长 [1] - 公司预计2024财年收入将达6.95-7.35亿美元,同比增长28%,高于之前的23%预期 [2] - 公司预计2024财年毛利率将达到40-45%的目标区间上限 [3] 公司业务概况 - 单片清洗、Tahoe和半关键清洗产品收入占总收入的76%,同比增长36% [4] - ECP前端封装炉和其他技术收入为3900万美元,同比增长103.8%,占总收入19% [4] - 公司推出了用于先进封装的Frame Wafer Cleaning Tool,可提供高清洁性能,使用的硫酸和过氧化氢较少 [4] - 公司推出了Ultra C bev-p面板倒角蚀刻工具,用于铜相关工艺的倒角蚀刻和清洁 [5] - 公司推出了Ultra C vac-p助焊剂清洁工具,用于去除芯片结构上的助焊剂残留 [6] - 公司推出了Panel Electrochemical Plating (Ultra ECP ap-p),采用水平电镀方法,实现了整个面板的出色均匀性和精度 [6] 行业趋势 - 公司向人工智能转型,推动市场向ACM技术仓库发展 [7] - 3D架构NAND、DRAM和逻辑器件的需求增加,推动了公司垂直清洁解决方案(包括TEBO和超临界CO2干燥)以及专有炉ALD设计的需求 [7] - HBM需求推动了公司TSV电镀和2.5D先进封装解决方案的需求 [7] - 公司的Track平台设计可高效扫描,同时需要最少维护,有利于提高吞吐量 [7] 挑战与风险 - 宏观经济环境挑战和持续的通胀是短期关注的问题 [7] - 公司目前股价被低估,但评级为卖出 [8]

Dublin, Oct. 02, 2024 (GLOBE NEWSWIRE) -- The "Philippines Data Center Construction Market by Region, Competition, Forecast and Opportunities 2019-2029F" report has been added to ResearchAndMarkets.com's offering.The Philippines Data Center Construction market was valued at USD 298 million in 2023, and is expected to reach USD 539 million by 2029, rising at a CAGR of 10.25%. The market is influenced by factors such as the growing demand for data storage and processing capabilities, advancements in technolo ...

AECOM (ACM) won a contract from the Los Angeles County Metropolitan Transportation Authority (Metro) to provide program management, design and engineering services.Banking on its Sustainable Legacies strategy, ACM will support Metro’s ambitious goal of transitioning its bus fleet to Zero Emission Buses. Also, it will focus on charging infrastructure conceptual design, specification, and procurement. Its expertise will help guide the seamless transition to zero-emission operations, offering innovative soluti ...

文章核心观点 - AECOM 将担任 Walnut Creek 污水处理厂扩建项目的首席顾问,该项目旨在提高该厂的处理能力和关键运营及环境特性 [1][2] - AECOM 在各个业务板块都保持了强劲增长,得益于良好的订单积压和未来几个季度的强劲管线 [3][4] - 英国水务市场预计未来5年内将加速增长,AECOM 凭借其在主要水务公司的深厚经验将从中获益 [3] - AECOM 的设计业务订单积压增长6.3%至223.9亿美元,净服务收入连续13个季度实现有机增长 [4] - 公司股价在过去3个月内上涨14.3%,超过行业同期10.8%的增幅,预计未来将受益于持续的合同中标 [5] 行业概况 - 全球基础设施建设需求持续上升,为AECOM的服务带来更多机遇 [4] - 英国水务市场未来5年内将加速增长,预计AMP8资金将近翻番 [3] 公司表现 - AECOM 在各个业务板块都保持了强劲增长,订单积压和管线良好 [3][4] - 公司设计业务订单积压增长6.3%至223.9亿美元 [4] - 净服务收入连续13个季度实现有机增长 [4] - 公司股价在过去3个月内上涨14.3%,超过行业同期10.8%的增幅 [5]

AECOM (ACM) has announced its continued partnership with Wessex Water, securing first place in the design consultant lot of Wessex Water’s new Capital Delivery Framework.The company will provide multidisciplinary design throughout the AMP8 (Asset Management Period) regulatory period, covering Wessex Water’s water and wastewater assets. AECOM’s re-appointment as a Design Consultant is for an initial six years, with the option to extend for an additional five years.AECOM is utilizing its technical expertise a ...

AECOM (ACM) has secured the program management services deal from the San Diego County Regional Airport Authority (Authority).Per the deal, ACM will manage the $3.8 billion New Terminal 1 (NT1) program and modernize Terminal 2 East (T2E) at the San Diego International Airport (SAN). The scope of work includes a full range of program, project and construction management services and diversified specialized services.NT1, the airport’s largest project to date, will feature a new on-site entrance road designed ...

AECOM (ACM) has been selected by Northern Ireland Water (NI Water) to provide a range of services under its IF182 Professional Services Framework. This prestigious appointment underscores AECOM's long-standing partnership with NI Water, aiming to deliver sustainable water and wastewater infrastructure solutions.NI Water is responsible for supplying 605 million liters of drinking water daily and treating 362 million liters of wastewater. To meet the region’s growing demand for reliable water services and env ...

Monty Rakusen Investment Thesis ACM Research, Inc. (NASDAQ:ACMR) presents an intriguing investment opportunity that is often overlooked in the broader semiconductor landscape. I believe ACMR's unique technology, expanding market presence, and strong growth trajectory make it a compelling buy. While it trades slightly above its intrinsic value, the company's potential to capitalize on the booming semiconductor industry, particularly through its innovative cleaning technologies, could drive significant upside ...

JHVEPhoto Investment thesis Over much of the past decade, infrastructure consultant AECOM (NYSE:ACM) has chugged along, with its share price growing relatively steadily over the past five years. Now, though, its earnings are picking up as it benefits from investments in its own growth, a robust backlog and pipeline, and several tailwinds. There’s a good possibility its share price may also grow more quickly. I expect the share price to increase 11.72% in the next year and have rated it a Buy. But, there’ ...

FREMONT, Calif., Sept. 04, 2024 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced it has received purchase orders for four wafer-level packaging tools, including two from a U.S.-based customer and two from a U.S.-based research and development (R&D) center. “We are pleased to receive these strategic orders from both a U.S.-based customer and a leading U.S.-based re ...