财务数据和关键指标变化 - 第一季度收入为1.522亿美元,同比增长105% [10] - 第一季度毛利率为52.5%,高于公司正常40%-45%的目标范围 [46][47] - 第一季度营业利润为3980万美元,同比增长265% [51] - 第一季度营业利润率为26.2%,同比增长11.5个百分点 [51] - 第一季度净利润为3460万美元,同比增长250% [52][53] - 第一季度每股收益为0.52美元,同比增长247% [53] 各条业务线数据和关键指标变化 - 单片清洗和半关键清洗产品收入为1.095亿美元,同比增长199% [13][46] - ECP炉和其他技术收入为2580万美元,同比下降3% [25][46] - 先进封装(不含ECP)收入为1690万美元,同比增长53.2% [27][46] 各个市场数据和关键指标变化 - 公司在中国市场的清洗工具领导地位得到巩固,并在电镀和炉类产品市场取得进展 [31] - 公司在美国、欧洲和韩国等国际市场的业务也在不断拓展,与主要客户的合作关系进一步加深 [32][34][36] 公司战略和发展方向及行业竞争 - 公司计划通过新产品推出、市场份额提升和全球化拓展来实现2024年650-725百万美元的收入目标,预计将超过中国和全球半导体设备市场的增长速度 [42][43] - 公司正在加大在中国、韩国和美国的产能投资,以支持未来的业务增长 [37][38][40] - 公司正在开发PECVD和AOD等新产品,并计划在2025年及以后实现收入贡献 [30] - 公司在SPM清洗工具、高温单片SPM工具等领域取得重大突破,将成为公司未来增长的重要驱动力 [18][19][20][21][23] 管理层对经营环境和未来前景的评论 - 公司认为中国半导体设备市场需求将保持稳健,公司将继续在中国市场增加份额 [41] - 公司看好国际市场的发展前景,正在加大在美国、欧洲和韩国等地的市场开拓力度 [32][34][36][39] - 公司对自身的技术优势和产品竞争力充满信心,认为可以持续保持高于行业的增长速度 [42][43] 问答环节重要的提问和回答 问题1 **Suji Desilva 提问** 除了核心SAPS产品,哪些新产品类别将在2024年带来最高增长? [64] **David Wang 回答** SPM工具、bevel etcher和CO2干洗工具等新产品将成为公司未来增长的重要驱动力 [65][66][67] 问题2 **Christian Schwab 提问** 随着公司在国际市场的拓展,未来几年公司的业务规模有望超过100亿美元吗? [79] **David Wang 回答** 公司有信心未来收入来源将会一半来自中国市场,一半来自国际市场,业务规模有望大幅超过100亿美元 [80][81][82] 问题3 **Charlie Chan 提问** 公司是否有机会成为TSMC的供应商? [98][99] **David Wang 回答** 公司正在与TSMC进行深入接触和评估,希望能够成为TSMC的重要供应商之一 [100]

Supplemental Investor Presentation Earnings Release – First Quarter 2024 May 8, 2024 Forward-Looking Statements.Certain statements contained in this presentation are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “plans,” “expects,” “believes,” “anticipates,” “designed,” and similar words areintended to identify forward-looking statements. Forward-looking statements are based on ACM management’s current exp ...

ACM Research, Inc. (ACMR) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 67.74%. A quarter ago, it was expected that this company would post earnings of $0.10 per share when it actually produced earnings of $0.43, delivering a surprise of 330%.Over the last four quarters, the company ...

财报公布 - ACM Research, Inc.宣布2024年第一季度初步未经审计的收入和出货量[2] 签署报告 - ACM Research, Inc.首席财务官Mark McKechnie签署了报告[4]

FREMONT, Calif., May 08, 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 reported financial results for its first quarter ended March 31, 2024. "I am pleased with our first quarter results, a solid start for 2024. We delivered 105% revenue growth, record shipments, and strong profitability," said ACM's President and Chief Executive Officer, Dr. David Wang. "Our results ...

FREMONT, Calif., May 08, 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 introduced its Frame Wafer Cleaning Tool for advanced packaging. The tool effectively cleans semiconductor wafers during the post-debonding cleaning process. The Frame Wafer Cleaning Tool also includes an innovative solvent reclamation system that provides environmental and cost benefits. This fea ...

The technology industry has been booming, especially over the last year. This is primarily due to the increased attention surrounding generative artificial intelligence (AI) and similar technologies. The production of semiconductors is crucial to the development of innovative technologies.Along with being vital to technological advancement, semiconductors are just as important to our everyday lives. They make our smartphones, cars and computers function.A few stocks within the semiconductor industry share i ...

While conventional wisdom calls for selling securities, these best Nasdaq stocks may require a complete rethink. With the possibility that the Federal Reserve might get its soft landing after all, risk-on sentiment has returned on Wall Street.Previously, the combination of consistently robust jobs reports and soaring energy prices meant that the central bank would likely have been forced to shift its policy. Rather than cutting interest rates, the Fed appeared to be on course to raise them. However, with th ...

ACM Research (ACMR) is set to report its first-quarter 2024 results on May 8.The company has been benefiting from its multi-product portfolio and growing customer base. Its strengthening foothold across international markets like the United States, Europe and Korea, strong China localization trend, increasing mature node investment in China, and new product cycles have been driving top-line growth.The company’s strong market position across the semiconductor end market on the back of its differentiated tech ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about ACM Research, Inc. (ACMR) .ACM Research currently has an average brokerage ...